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Janney Montgomery Scott

15 E Main St #218
Westminster, MD 21157 443-201-2100

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Livingston Financial Group

2 Locust Ln #306
Westminster, MD 21157 410-848-5901

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Velnoskey Wealth Management

15 E Main St #218
Westminster, MD 21157 443-201-2088

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My aunt started with them early (she retired at 64?; now he's... - Oct 23, 2020

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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.