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Lynch Retirement Investment Group

10440 Little Patuxent Pkwy #570
Columbia, MD 21044 410-715-3600

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Raymond James

5950 Symphony Woods Rd #412
Columbia, MD 21044 443-276-9595

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Scott Gomsak

Columbia, MD 21045 631-473-1188

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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.