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Ameriprise Financial

877 Baltimore Annapolis Blvd #315
Severna Park, MD 21146 410-975-9773

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I work with Steve Schad and some meetings are at my home so that I do not have... - Jan 20, 2019

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Craig and Treff Financial Service

819 Ritchie Hwy #1015
Severna Park, MD 21146 410-518-9990

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Pinnacle Financial

605 Ritchie Hwy
Severna Park, MD 21146 410-384-9102

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Private Fund Advisors

523 Benfield Rd
Severna Park, MD 21146 410-384-9100

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Erik Johnson is very solid. - Sep 20, 2018

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Raymond James

523 Benfield Rd
Severna Park, MD 21146 410-544-2300

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Raymond James

645 Baltimore Annapolis #200
Severna Park, MD 21146 410-975-0650

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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.