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SullivanKreiss Financial

1700 West Park Dr #340
Westborough, MA 01581 508-351-0770

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Ameriprise Financial

5 Mt Royal Ave #180
Marlborough, MA 01752 508-303-8144

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Community Financial Group

201 Boston Post Rd W # 406
Marlborough, MA 01752 978-562-9499

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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.