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E3 Financial Planning

175 Highland Ave #304
Needham, MA 02494 339-225-4045

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We have been clients of Kevin Garland since the time he worked for Ameriprise.... - Apr 22, 2020

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Johnson Brunetti

197 1st Ave #320
Needham, MA 02494 617-944-6988

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Ameriprise Financial

74 W Central St 2nd Fl
Natick, MA 01760 781-453-9600

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Walker & Dunlop

140 Kendrick St Bldg C Fl 2
Needham, MA 02494 781-247-0506

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Great but doesn’t always promptly return calls - Jun 14, 2021

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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.