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Cohen Havian

7 W End Way
Norwell, MA 02061 781-347-4717

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Leone Morrissey-Henriksen

80 Washington St #K45
Norwell, MA 02061 781-878-9111

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Strategic Financial Services

46 Accord Park Dr
Norwell, MA 02061 781-878-4063

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I have always received timely, responsive excellent advice from this firm - Sep 10, 2017

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Fopiano & Sullivan

80 Washington St #J-41
Norwell, MA 02061 781-878-8850

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Mike Sullivan is a terrific accountant. Smart, courteous, honest, very client-responsive. - Sep 10, 2014

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Whittemore & Salvucci

80 Washington St #F29
Norwell, MA 02061 781-982-0090

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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.