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H&R Block

400 Highland Ave
Salem, MA 01970 978-745-2767

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Anthony Carnvale

15 Front St
Salem, MA 01970 978-744-3050

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Bean Hatzis & Fultz

530 Loring Ave #202
Salem, MA 01970 978-744-0015

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Very efficient -- they have multiple ways of working with you; paper or... - Oct 17, 2024

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George Kaplan

100 Cummings Center #265-F
Beverly, MA 01915 978-744-6300

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H&R Block

203 Washington St
Salem, MA 01970 978-744-4853

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Libardoni Financial

70 Washington St #103
Salem, MA 01970 978-745-3620

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Ryan & Coscia

256 Essex St
Salem, MA 01970 978-744-1760

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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.