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Bulfinch Group

160 Gould St #310
Needham, MA 02494 781-449-4402

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We met with Leigh McCloskey who was very thorough and conscientious, explained... - Apr 11, 2020

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Abrams Capital

128 1st Ave
Needham Heights, MA 02494 781-455-1200

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Armstrong Advisory Group

144 Gould St #210
Needham Heights, MA 02494 781-433-0001

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High fees, cookie cutter advice. Seemed more committed to gathering assets... - May 25, 2020

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KJH Financial Services

233 Needham St
Newton , MA 02464 781-413-4879

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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.