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Business Distance Ratings Most Recent Comment

Advanced Wealth Management Group

1221 Nicollet Mall
Minneapolis, MN 55403612-347-8669

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Ameriprise Financial

7601 France Ave S #600
Edina, MN 55435952-857-1220

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Wealth Enhancement Group

505 Highway 169 N Ste 900
Plymouth, MN 55441763-417-1700

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Investors Financial Group

9800 Shelard Pkwy Ste 220
Plymouth, MN 55441763-525-0001

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Fidelity Investments

7740 France Ave S
Edina, MN 55435952-831-8595

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Fidelity Investments

7600 France Ave S
Edina, MN 55435952-831-1419

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JNBA Financial Advisors

8500 Normandale Lake Blvd Ste 1950
Bloomington, MN 55437952-844-0995

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Ameriprise Financial

3900 Northwoods Dr Ste 150
Arden Hills, MN 55112651-287-1700

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Ameriprise Financial

1907 Wayzata Blvd #350
Wayzata, MN 55391952-473-7050

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Charles Schwab

130 Lake St W
Wayzata, MN 55391952-404-0398

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Great Waters Financial

510 N 1st Ave #410
Minneapolis, MN 55403612-360-2127

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Ameriprise Financial

1301 1st St NE
New Prague, MN 56071952-758-6363

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Ameriprise Financial

939 Old Hwy 8 NW #100
New Brighton, MN 55112651-255-1401

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Ameriprise Financial

14985 Glazier Ave
Apple Valley, MN 55124952-431-6410

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FPS Financial

919 Old Highway 8 NW Ste 400
New Brighton, MN 55112651-633-2689

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Morgan Stanley Smith Barney

8300 Norman Center Dr Ste 1150
Bloomington, MN 55437952-921-1900

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Morgan Stanley Smith Barney

445 Lake St E Ste 320
Wayzata, MN 55391952-475-4300

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Waddel & Reed

3601 Minnesota Dr Ste 550
Bloomington, MN 55435952-884-1503

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Wealth Enhancement Group

3900 Northwoods Dr Ste 340
Arden Hills, MN 55112651-726-2310

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Affiance Financial

600 Highway 169 S Ste 1950
St Louis Park, MN 55426952-544-9818

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Methods and Limitations

We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.

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