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uFinancial Group

699 Unionville Rd
Kennett Square, PA 19348 610-444-3344

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Brandywine Oak Private Wealth

500 Old Forge Ln #501
Kennett Square, PA 19348 484-785-0050

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Very satisfied - Jun 04, 2020

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Edward Jones

701 E Baltimore Pike #A-2
Kennett Square, PA 19348 610-444-5220

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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.