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Prudence Financial

365 Boston Post Rd #203
Sudbury, MA 01776 978-443-2411

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excellent-listens to customers-makes sure everything is taken care of - Aug 24, 2018

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Exchange Place Advisors

1 Union Ave
Sudbury, MA 01776 978-443-2713

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G B Nickerson Insurance

321 Boston Post Rd #4
Sudbury, MA 01776 978-443-3332

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Spencer Financial

327A Boston Post Rd
Sudbury, MA 01776 978-443-6500

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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.