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Russell Bertsch

3503 High Point Dr N #152
Oakdale, MN 55128 651-917-7187

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Shamrock Wealth Management

991 Sibley Memorial Hwy # 201
St Paul, MN 55118 651-317-4330

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Unbank Company

1098 University Ave W
St Paul, MN 55104 612-843-5202

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Vip Financial Associates

563 Bielenberg Dr #105
St Paul, MN 55125 651-777-9335

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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.