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TP Taxes

5613 Walnut St
Philadelphia, PA 19193 215-878-2937

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Wade, Richard W

8720 Sagamore Rd
Philadelphia, PA 19128 215-482-3890

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Wipfli

1717 Arch St #750
Philadelphia, PA 19103 215-854-9300

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Withum

1835 Market St #1710
Philadelphia, PA 19103 215-546-2140

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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.