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Harvest Advisers

501 Office Center Dr #425
Fort Washington, PA 19034 215-628-9200

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Lincoln Benefits Group

115 West Ave
Jenkintown, PA 19046 215-887-8330

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Retirement Prosperity Group

580 Virginia Dr #310
Fort Washington, PA 19034 267-405-6166

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We have been using them for years and finally feel secure about our retirement.... - Feb 12, 2024

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Woodwell Asset Management

1300 Virginia Dr #122
Fort Washington, PA 19034 267-460-8246

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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.