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Raymond James

PO Box 987
Paoli, PA 19301 610-648-0795

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Been with them for years. Always pleased with their work & recommendations. - Aug 04, 2023

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G M Financial Planners

49 Chestnut Rd
Paoli, PA 19301 610-644-0101

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Wells Fargo Bank

24 E Lancaster Ave
Paoli, PA 19301 610-251-7900

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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.