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Wealth Planning Resources

303 Wyman St #275
Waltham, MA 02451 781-547-5620

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Wells Fargo Advisors

900 Elm St
Manchester, NH 03101 800-221-2655

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Haven't heard from them except when they needed permission to sell to... - Aug 25, 2023

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Wells Fargo Advisors

91 Longwater Cir #300
Norwell, MA 02061 781-792-0111

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William Avril - Commonwealth Financial Group

133 W Main St #4
Norton, MA 02766 508-285-3009

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Wilson, Britton

138 Great Rd
Bedford, MA 01730 781-275-6224

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With Integrity Financial

1 Village Grn N #122
Plymouth, MA 02360 508-224-3131

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Zelle

950 Winter St
Waltham, MA 02451 781-466-0701

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Zion Public Finance

50 Glen Ave
Newton, MA 02459 617-969-3400

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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.

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