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Wells Fargo Advisors

955 Chesterbrook Blvd #320
Chesterbrook, PA 19087 610-648-8900

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Ellis Investment Partners

920 Cassatt Rd 200 Berwyn Park #115
Berwyn, PA 19312 484-320-6300

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Falco Wealth Management

1500 E Lancaster Ave #100
Paoli, PA 19301 610-640-5822

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Lincoln Financial Advisors

850 Cassatt Rd
Berwyn, PA 19312 610-727-4891

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Sterling Investment Advisors

1055 Westlakes Dr #150
Berwyn, PA 19312 610-560-0401

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I have used this company for almost 20 years. They are great. Very responsive... - Jun 05, 2021

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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.