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Charles Schwab

200 W Lancaster Ave
Wayne, PA 19087 610-254-1030

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I just started with them this year. Not had to do too much yet. They seem to... - Aug 25, 2023

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Kades Margolis Corporation

940 W Vally Rd #1200
Wayne, PA 19087 610-971-1080

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I’ve been with the same advisor for more than 10 years. I don’t... - Jul 13, 2022

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Merrill Lynch Wealth Management

724 W Lancaster Ave
Wayne, PA 19087 610-687-7900

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Falcon Capital Partners

201 King of Prussia Rd #370
Wayne, PA 19087 610-230-0550

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Great overall work and services they provide - Aug 25, 2023

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Financial Advisors of Delaware Valley

550 E Swedesford Rd #140
Wayne, PA 19087 866-245-1522

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Sims Financial Services

150 Strafford Ave #305
Wayne, PA 19087 610-687-5050

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Still Water Capital Advisors

80 W Lancaster Ave #230
Devon, PA 19333 610-848-6760

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Walsh & Nicholson Financial

119 W Wayne Ave
Wayne, PA 19087 610-688-4447

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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.