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Fritz DeGuglielmo

8 Essex St
Newburyport, MA 01950 978-462-2161

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Dan Schaffner is responsive and thorough and understands my needs. - May 10, 2020

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H&R Block

253 Low St
Newburyport, MA 01950 978-462-5625

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overall they do a good job for what you are paying them. - Aug 10, 2023

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Riley & Associates

PO Box 157
Newburyport, MA 01950 978-463-9350

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Bean & Bean

3 Graf Rd #13
Newburyport, MA 01950 978-462-1561

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Erock Tax

61 Water St #2
Newburyport, MA 01950 781-247-5569

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Professional, secure, knowledgable - Jun 07, 2018

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Grady Financial Service

1 Merrimac St #14
Newburyport, MA 01950 978-465-0222

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Kay Cassidy

23 Carter St
Newburyport, MA 01950 978-462-0125

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Saltbox Financial

30 Market St
Newburyport, MA 01950 978-572-2071

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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.