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Informed Family Financial Service

2570 Blvd of The Generals #223
Norristown, PA 19403 610-630-4495

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IM Wealth Partners

3 Valley Sq #110
Blue Bell, PA 19422 610-650-1848

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Helped me choose investments/portfolios based on the priority I placed... - May 17, 2020

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Foundation Capital Management

2100 Swede Rd
Norristown, PA 19401 610-278-6961

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We are paying 1.5 percent and losing money! - Jul 31, 2013

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Long Financial Group

660 Sentry Pkwy #200
Norristown, PA 19422 610-272-4140

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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.