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Accu-Tax

201 Woolston Dr #2D
Morrisville, PA 19067 215-295-6226

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Bruce is very thorough - Oct 24, 2024

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Crossgate Wealth Advisors

605 Floral Vale Blvd
Yardley, PA 19067 215-860-2234

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Complete Tax & Accounting Services

246 W Bridge St
Morrisville, PA 19067 215-295-9359

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Master Associates

803 W Trenton Ave
Morrisville, PA 19067 215-295-4477

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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.