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Ameriprise Financial

1954 Greenspring Dr #200
Timonium, MD 21093 410-308-6112

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Advice meets "suitability" standards but not always in client best... - Jan 23, 2021

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Ameriprise Financial

9515 Deereco Rd #303
Timonium, MD 21093 410-507-5101

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Berman McAleer

9690 Deereco Rd #800
Timonium, MD 21093 410-560-9960

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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.