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AAA Westwood

335 Providence Hwy
Westwood, MA 02090 781-461-6800

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They handled my request for information fairly well. Would recommend. - Aug 25, 2023

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Fidelity Investments

109 University Ave
Westwood, MA 02090 800-418-6192

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Steve Liss is a fiduciary financial advisor that I have worked with for many... - Oct 17, 2024

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Ameriprise Financial

76 Main St
Andover, MA 01810 508-281-6000

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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.