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Timothy Charles Financial

200 Broadway #206
Lynnfield, MA 01940 781-595-7900

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A conservative and honest approach. - Sep 06, 2017

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Family Estate Planning Law Group

6 Kimball Ln #130
Lynnfield, MA 01940 781-246-8200

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Personal Financial Management

40 Salem St Bldg 2
Lynnfield, MA 01940 781-477-0451

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A great group of people that are extremely pleasant and knowledgeable. I would... - Apr 22, 2016

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Sherr Financial Associates

100 Conifer Hill Dr #409
Danvers, MA 01923 781-598-9309

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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.