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Boston Partners Financial Group

138 River Rd #201
Andover, MA 01810 978-689-9303

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Financial Advisors

26 Essex St
Andover, MA 01810 978-475-3242

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I have invested my money with this firm for over 20 years. They have consistently... - May 25, 2020

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Ameriprise Financial

76 Main St
Andover, MA 01810 978-474-9900

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Andover Financial Advisors

249 Lowell St
Andover, MA 01810 978-475-1812

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Baystate Financial

10 Essex St #9
Andover, MA 01810 978-475-9212

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Merrill Lynch Wealth Management

27 Main St
Andover, MA 01810 978-623-7500

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Wealth Enhancement Group

200 Summit Dr #420
Burlington, MA 01803 781-932-4855

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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.