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Freedman Financial Associates

41 Cross St 2nd Fl
Peabody, MA 01960 978-531-8108

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Knowledgeable, sound advice from people who really care about you - Jul 06, 2022

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Capital Management Partners

50 Salem St #200
Lynnfield, MA 01940 978-535-8989

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UBS Financial Services

2 Town House Sq
Marblehead, MA 01945 978-538-1900

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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.