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Merrill Lynch Wealth Management

1 Financial Plz
Providence, RI 02903 401-863-8600

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keeps me up to date on my financial investments - Jul 03, 2022

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Fidelity Investments

10 Memorial Blvd #102
Providence, RI 02903 800-742-1567

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Meridien Benefits Group

10 Dorrance St #524
Providence, RI 02903 401-272-7070

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RBC Wealth Management

500 Exchange St #1102
Providence, RI 02903 401-457-1920

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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.