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H&R Block

4703 Hwy 61 N
White Bear Lake, MN 55110 651-762-3714

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We have had the same woman every year and she is excellent! - May 25, 2020

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Redpath & Company

4810 White Bear Pkwy
White Bear Lake, MN 55110 651-426-7000

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David Zakor

2214 5th St #4
White Bear Lake, MN 55110 651-653-0146

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Brenda Lowe

4801 Highway 61 #305
White Bear Lake, MN 55110 612-419-9769

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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.