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Ingle & Co

40 Washington St #105
Wellesley Hills, MA 02481 781-425-2050

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AAFCPAs

50 Washington St
Westborough, MA 01581 508-366-9100

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Cree Alessandri & Strauss

20 Walnut St #301
Wellesley Hills, MA 02481 781-480-1517

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Marinelli & Keohane

402 Washington St #2
Wellesley, MA 02481 781-235-5432

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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.