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Legacy Financial Advisors

1500 W Park Dr #100
Westborough, MA 01581 508-482-9336

Ratings:
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Competent unbiased advice, very effective investing for clients, excellent... - Jan 18, 2018

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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.