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Heights Financial Group

213 White Horse Pike
Haddon Heights, NJ 08035 856-617-0300

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Rafter Lewis & Associates

6 White Horse Pike #1A
Haddon Heights, NJ 08035 856-546-1890

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Straub Group Advantage

711 Station Ave
Haddon Heights, NJ 08035 856-436-0900

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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.