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Legacy Financial Services Group

800 Township Line Rd #125
Yardley, PA 19067 215-702-9750

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Ameriprise Financial

2300 E Lincoln Hwy #140
Langhorne, PA 19047 215-757-7600

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I've been with them for less than one year. We'll see how they do with my... - Mar 14, 2018

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Langhorne Tax & Bookkeeping

111 W Maple Ave
Langhorne, PA 19047 215-750-3630

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United Capital Financial Advisors

1707 Langhorne Newtown Rd #1
Langhorne, PA 19047 215-860-6056

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Been using them for almost 20 years of retirement. My holdings have not lost... - Jul 25, 2026

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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.