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Lincoln Financial Advisors

1800 Chapel Ave W #200
Cherry Hill, NJ 08002 856-488-2800

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Backal Financial Service

300 Marlton Pike W #100
Cherry Hill, NJ 08002 856-616-1008

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Allstate Financial Service

1692 Clements Bridge Rd
Deptford, NJ 08096 856-481-4817

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Great and informative service - Jul 17, 2022

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Steele Financial Solutions

90 Kings Hwy N
Cherry Hill, NJ 08034 856-321-0070

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I am pleased with the service they provide and they are accessible anytime... - Feb 11, 2016

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Wealth CMT

200 Lake Dr E #204
Cherry Hill, NJ 08002 856-795-7911

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Sophisticated, extremely competent and pleasure to deal with. - Feb 05, 2015

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Backal Pomerantz Wealth Management

425 Rte 70 W #100
Cherry Hill, NJ 08002 856-616-1255

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Michael is an amazing person and always has my family's best interests at heart.... - Jan 16, 2018

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Carleton Whitney Company

383 Kings Hwy N
Cherry Hill, NJ 08034 856-482-6200

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JML Financial Group

1864 Route 70 E
Cherry Hill, NJ 08003 856-751-1771

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Raymond James

1040 Kings Hwy N #303
Cherry Hill, NJ 08034 856-755-0250

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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.