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William McCarthy & Associates

111 Boston Post Rd #209
Sudbury, MA 01776 978-440-8484

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Seems a little pricey sometimes, but we've always done business with him... - May 01, 2020

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C D Katz

410 Boston Post Rd #28
Sudbury, MA 01776 978-443-5502

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David Felsing

11 Colburn Cir
Sudbury, MA 01776 978-443-1350

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Integrity Tax & Business Partners

325 Boston Post Rd #2
Sudbury, MA 01776 978-261-5360

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Convenient on-line document exchange. - May 07, 2020

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Kathleen Winston

118 Barton Dr
Sudbury, MA 01776 978-443-2589

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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.