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Financially In Tune

92 Montvale Ave #2050
Stoneham, MA 02180 781-587-0582

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Flagship Wealth Advisors

301 Edgewater Pl #400
Wakefield, MA 01880 781-224-9924

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Compass Point Retirement Planning

500 Edgewater Dr #565
Wakefield, MA 01880 800-246-1433

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Strauss Wealth Management

37A Pleasant St #8
Newburyport, MA 01950 978-465-4000

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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.