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Advisor Investment Management

85 Wells Ave #109
Newton, MA 02459 800-492-6868

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Working with Bob Lepson has been great. - Mar 08, 2018

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Rubino & Liang Wealth Partners

189 Wells Ave 3rd Fl
Newton, MA 02459 617-630-8787

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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.