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Charlotte Bolduc

79 Sunnyside Ave
Arlington, MA 02474 781-648-7737

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Charlotte has save us so much time and money. She is patient and diligent... - Jan 30, 2019

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Neiman & Associates Financial Services

22 Mill St #303
Arlington, MA 02476 781-641-5700

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H&R Block

1 Medford St
Arlington, MA 02474 781-643-3839

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Knowledgeale - Aug 21, 2018

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Granite Peak Associates

1 Chestnut St
Arlington, MA 02474 781-646-4000

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Able to navigate the intricacies of multi-state residency as well as working... - Jun 21, 2022

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Grey Finance

5 Swan St
Arlington, MA 02476 617-308-5171

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fast, easy, everything done online - Mar 14, 2018

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Lynn Camarano

81 Park Ave
Arlington, MA 02476 781-643-9997

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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.