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Wells Fargo Advisors

1513 Iyannough Rd #3
Hyannis, MA 02601 508-775-2424

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Bob Sullivan, my Financial Advisor, is great staying on top of my portfolio. Makes... - Jan 14, 2020

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Axial Financial Group

540 Main St #16-A
Hyannis, MA 02601 508-771-4992

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On the whole I've had a good experience with Axial FG. My advisor is a... - May 26, 2024

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Morgan Stanley Wealth Management

45 North St
Hyannis, MA 02601 508-790-9600

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Merrill Lynch Wealth Management

1545 Iyannough Rd
Hyannis, MA 02601 508-771-9800

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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.