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H&R Block

157 Cabot St
Beverly, MA 01915 978-922-3829

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I have been using for many years and they have always been informative and... - Jul 20, 2022

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Dan Clasby

181 Elliott St
Beverly, MA 01915 978-922-9900

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Cathy L Rumery

100 Cummings Center #311-J
Beverly, MA 01915 978-922-5990

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Farea Electronic Filing Income

97 Second St
Cambridge, MA 02141 617-876-3345

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Lawler L & D Tax Prep

109 Water St
Beverly, MA 01915 978-998-4344

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Marciano Associates

100 Cummings Ctr #207-F
Beverly, MA 01915 978-969-1451

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R Peter Avila

100 Cummings Ctr #335-C
Beverly, MA 01915 978-921-5555

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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.