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Wells Fargo Advisors

138 Conant St #10
Beverly, MA 01915 978-524-7690

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Merrill Lynch Wealth Management

500 Cummings Ctr #1600
Beverly, MA 01915 800-695-2250

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Cornerstone Financial Partners

900 Cummings Ctr #307-T
Beverly, MA 01915 978-338-6614

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LaGreca Wealth Management

100 Cummings Ctr #330-B
Beverly, MA 01915 978-338-5711

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Very helpful and informative. Also elped me figure out what I needed to do... - Jul 15, 2022

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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.