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Kaplan Financial Services

2227 Washington St #300
Newton, MA 02462 617-527-1557

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Merrill Lynch Wealth Management

2221 Washington St
Newton, MA 02462 617-243-8024

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Castle Hill Financial Group

3 Newton Executive Park #102
Newton, MA 02462 617-965-7777

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OK, but make sure you have enough money to keep their interest. - Aug 27, 2018

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Merrill Lynch Wealth Management

2221 Washington St
Newton, MA 02462 617-243-8047

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Paragon Financial

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

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Zion Public Finance

50 Glen Ave
Newton, MA 02459 617-969-3400

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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.