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Liberty Tax

323 E Gay St #10
West Chester, PA 19380 610-696-5540

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Nanni, Timothy A

24 N New St
West Chester, PA 19380 610-692-7269

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Nelson, Caryn M

575 Grubbs Mill Rd
West Chester, PA 19380 610-696-8003

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O'Neill Financial Group

1591 McDaniel Dr
West Chester, PA 19380 610-836-3131

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Poole, George

415 W Rosedale Ave
West Chester, PA 19382 610-436-5005

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RKM Advisors

121 N Walnut St
West Chester, PA 19380 610-696-3689

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Schwarz, Howard P

3539 West Chester Pike #200
West Chester, PA 19073 610-550-1207

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always answers call or e-mail, friendly, knowledgeable - Apr 02, 2017

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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.