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BMO Harris

6625 Lyndale Ave S
Richfield, MN 55423 612-798-3379

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Canopy Financial Group

2 Meridian Crossings
Richfield, MN 55423 612-243-3201

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Edward Jones

6640 Lyndale Ave S #130
Richfield, MN 55423 612-869-1061

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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.