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Collaborative Wealth Advisors

319 Littleton Rd #204
Westford, MA 01886 978-392-3630

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Fee based. Helps one choose what works best for the investor based on one's... - Sep 14, 2013

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Aegean Capital

239 Littleton Rd
Westford, MA 01886 978-392-4693

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Perennial Advisors Group

270 Littleton Rd #19
Westford, MA 01886 978-577-6025

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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.