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Lift Bridge Wealth Management Group

350 Main St N #106
Stillwater, MN 55082 651-430-5500

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Patrick Tinucci is a top notch financial professional. He offers expert guidance... - Jan 27, 2018

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Dakota Wealth Management

423 Main St S #1
Stillwater, MN 55082 651-275-9380

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Morgan Stanley Wealth Management

270 Main St N #100
Stillwater, MN 55082 651-472-8100

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Very through and upfront. Listens well and engages in conversation to understand... - Feb 19, 2023

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Merrill Lynch Wealth Management

219 Main St N
Stillwater, MN 55082 651-275-8040

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Zephyr Graf-X

1725 Tower Dr W #120
Stillwater, MN 55082 651-439-9688

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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.