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Alkon & Levine

29 Crafts St
Newton, MA 02458617-969-6630

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Goldberg & Associates

20 Pickering St
Needham, MA 02492781-444-8455

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Samet & Co

1330 Boylston St Fl 3
Chestnut Hill, MA 02467617-731-1222

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Edmunds and Shur

84 Sherman St
Cambridge, MA 02140617-576-6192

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H & R Block Tax Service

867 Washington St
Newton, MA 02460617-965-3521

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Scheid & Co

101 Commonwealth Ave
Concord, MA 01742978-318-9600

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Auerr Zajac & Associates

29 Dean Ave
Franklin, MA 02038508-528-1305

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H & R Block Tax Service

205 Massachusetts Ave
Boston, MA 02115617-262-4939

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Ken Freed

396 Commonwealth Ave
Boston, MA 02115617-424-1100

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Abrams Little-Gill Loberfeld

1330 Boylston St Ste 510
Chestnut Hill, MA 02467617-738-5200

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Business Accounting

657 Middle St
East Weymouth, MA 02189781-337-8788

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H & R Block Tax Service

165 Westgate Dr
Brockton, MA 02301508-588-5659

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Shaheen Pallone & Assoc

861 Turnpike St
North Andover, MA 01845978-686-7200

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Andrew Silverman

860 Worcester Rd Ste 300
Framingham, MA 01702508-626-2200

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Coles & Bodoin

75 2nd Ave Ste 100
Needham, MA 02494781-455-1400

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Feenan Financial Group

234 Copeland St Ste 220
Quincy, MA 02169617-773-1040

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H & R Block Tax Service

22 Irving St
Framingham, MA 01702508-875-8953

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H & R Block Tax Service

239 Broadway
Taunton, MA 02780508-822-6987

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J & B Crosby

175 Haven St
Reading, MA 01867781-944-2321

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L'hussier Accounting & Tax Svc

63 Chelmsford St
Chelmsford, MA 01824978-244-1004

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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.

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