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Integrity Tax

28 Washington St
Wellesley, MA 02481 781-772-1840

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Tankel Rosenberg & Co

20 Walnut St #200
Wellesley Hills, MA 02481 781-489-6970

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Fillo Financial

1 Hollis St #344
Wellesley, MA 02482 781-235-6256

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Hurst & Company

1320 Centre St #203
Newton Centre, MA 02459 781-305-2700

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Have used them for over 30 years. Would recommend highly - Jan 26, 2018

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Margaret M Barrett

148 Linden St #103
Wellesley, MA 02482 781-235-4955

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Extremely helpful on difficult issues - Jul 25, 2014

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Matrix Financial

60 Walnut St #302
Wellesley, MA 02481 781-943-4100

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Promptly got my tax return prepared & filed. Received the federal refund... - Apr 30, 2020

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Peck Associates

20 Walnut St #210
Wellesley, MA 02481 781-235-7517

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Gary Marino at Peck Associates always answers questions promptly, had taxes... - Nov 21, 2017

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Joseph T Barinelli

40 Grove St #430
Wellesley, MA 02482 781-239-9696

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A long time, reliable, smart CPA - Nov 08, 2017

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Livingston & Haynes

40 Grove St #380
Wellesley, MA 02482 781-237-3339

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Rizzo & Rizzo

554 Washington St #9
Wellesley, MA 02482 781-237-3612

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The Colony Group

180 Linden St #8-A
Wellesley, MA 02482 781-239-9996

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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.