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Hill's Tax Service

142 W Broadway St
Monticello, MN 55362 763-295-4142

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Charge a resonable fee to prepare your tax return. - Oct 22, 2023

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H&R Block

4089 Cedar St
Monticello, MN 55362 763-295-9265

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Mosford Barthel & Co

305 Cedar St #201
Monticello, MN 55362 763-295-4800

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We needed help with probate accounting aand Steve was very helpful and answered... - Jun 04, 2021

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Schlenner Wenner & Co

114 W 3rd St
Monticello, MN 55362 763-295-5070

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Liberty Tax Service

236 Broadway St W
Monticello, MN 55362 763-295-4888

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.