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A C Capital Management

1001 N Bethlehem Pike
Ambler, PA 19002 215-283-4810

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Citizens Bank

822 Welsh Rd
Ambler, PA 19002 215-643-1991

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Herbein & Company

727 Norristown Rd #300
Lower Gwynedd, PA 19002 215-628-0500

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Pleasure doing business with - May 13, 2020

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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.