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Wells Fargo Advisors

1650 Tysons Blvd #500
Mc Lean, VA 22102 703-893-5700

Ratings:
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?%    
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Specifically--George Cabalu, Managing Director-Investments - Feb 11, 2024

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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.