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Levine Caufield Martin

75 2nd Ave
Needham Heights, MA 02494 781-400-1625

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Have been a client for over 20 years. Efficient and thorough - Apr 01, 2017

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Bottom Line Specialists

395 Totten Pond Rd #104
Needham Heights, MA 02494 781-290-4888

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Great job.Quick and fair - Nov 09, 2017

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Robert A Maibor

661 Highland Ave #1
Needham Heights, MA 02494 617-969-4433

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Best in the business - Apr 19, 2020

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Orlov & Weis

3 Allied Sr #303
Dedham, MA 02026 781-453-1040

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No raters have left a written comment.

Bloom Cohen Hayes

464 Hillside Ave #203
Needham Heights, MA 02494 781-455-0900

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Very thorough, efficient, and helpful. Great to work with. - Apr 19, 2020

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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.