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David A Caplan CPA MBA

PO Box 301
Lafayette Hill, PA 19444 610-834-5754

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David is efficient, knowledgeable, accommodating, and patient. - Jul 24, 2016

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Financial Independence Planning

1495 Alan Wood Rd #100
Conshohocken, PA 19428 610-825-5521

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Have been using for 15 years and am very satisfied. - Nov 08, 2017

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Mc Carthy & Co

492 Norristown Rd #160
Blue Bell, PA 19422 610-828-1900

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No raters have left a written comment.

S Jeffrey Horrow Associates

PO Box 533
Lafayette Hill, PA 19444 610-828-7060

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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.