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Alkon & Levine

29 Crafts St #510
Newton, MA 02458 617-969-6630

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Listened, recommended and executed perfectly. - Jul 21, 2022

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H&R Block

294 Walnut St
Newton, MA 02460 617-965-3521

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Stuart Cohen

233 Needham St
Newton, MA 02464 617-454-1212

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Great advice and service over the past 18 years. Keeps me compliant while... - Oct 29, 2020

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Thomas Pope

381 Elliot St #115L
Newton, MA 02464 617-964-4029

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Friendly, helpful and accurate tax preparation. Have used Tom for 10+ years. - Jun 16, 2018

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Felix G Cincotta

1 Gateway Ctr #516
Newton, MA 02458 617-332-2227

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John Piselli

17 Wiswall St
Newton, MA 02465 617-527-9496

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HE WAS VERY EASY TO WORK WITH - Aug 27, 2023

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Carl L Goodman

49 Lexington St
Newton, MA 02465 617-797-4200

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Help the company grow rapidly - Jun 26, 2022

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AGS Tax Group

1007 Chestnut St
Newton, MA 02464 617-840-0982

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CLA

70 Wells Ave #200
Newton, MA 02459 617-641-0040

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Eric L Segal

41 Cabot St
Newton, MA 02458 617-527-0904

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McCafferty & Company

70 Wells Ave
Newton, MA 02459 617-964-3232

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Purchased my previous accounting firm. Has provided excellent service over... - Jun 24, 2019

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Paragon Financial Advisors

1150 Walnut St
Newton, MA 02461 617-641-2446

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Dana has been very helpful to myself and my husband. She specializes in working... - Apr 04, 2020

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Tiedemann & Co

1061 Washington St
Newton, MA 02465 617-964-1777

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Zielonka Financial Services

382 Watertown St
Newton, MA 02458 617-429-5272

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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.