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Chase Bank

3604 West Chester Pike
Newtown Square, PA 19073 610-557-5014

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Great relationship with our financial advisor. He’s always available... - Jul 19, 2022

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Creative Financial Group

16 Campus Blvd #200
Newtown Square, PA 19073 610-325-6100

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No raters have left a written comment.

Citizens Bank

3514 W Chester Pike
Newtown Square, PA 19073 610-356-3623

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Lincoln Investment Planning

90 S Newtown St Rd #5
Newtown Square, PA 19073 610-353-1482

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Raymond James

3813 West Chester Pike
Newtown Square, PA 19073 877-958-6937

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Wells Fargo Advisors

2093 Dutton Mill Rd
Newtown Square, PA 19073 610-993-9200

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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.