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Citizens Bank

80 Main St
North Reading, MA 01864 978-276-1262

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My money keeps growing so I can’t complain - Jul 12, 2022

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Edward Jones

133 Park St #100
North Reading, MA 01864 978-664-0343

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Fergusson Financial

200 Park St
North Reading, MA 01864 978-664-9222

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Gerald S Jamgochian

18 Commerce Way #1850
Woburn , MA 01801 781-384-6001

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L&D Financial Services

280 Main St #102
North Reading, MA 01864 978-664-1256

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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.