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Edward Jones

825 Green Bay Rd #126
Wilmette, IL 60091 847-256-5922

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J P Morgan Chase Bank

1200 Central Ave
Wilmette, IL 60091 847-251-8100

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The account rep is fantastic. The firm has low fees and does not charge for... - Aug 10, 2023

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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.