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Page 1 of 16308 results
Business Distance Ratings What is this? Most Recent Comment

Fidelity Investments

44 Mall Rd Ste 100
Burlington, MA 01803781-272-3600

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Fidelity Investments

44 Mall Rd #100
Burlington, MA 01803781-272-1518

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Fidelity Investments

265 Franklin St
Boston, MA 02110617-570-7000

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Fidelity Investments

405 Cochituate Rd
Framingham, MA 01701800-544-9797

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Fidelity Investments

174 Sylvan St
Danvers, MA978-777-3092

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Advisor Investment Management

85 Wells Ave Ste 109
Newton Center, MA 02459617-321-2200

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Affinity Investment Group

18 Hampton Rd
Exeter, NH 03833603-778-6436

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Byrne Financial Freedom

11 East St
Franklin, MA 02038508-528-9366

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Edelman Financial Service

160 Gould St
Needham Heights, MA 02494781-453-4025

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Edelman Financial Service

25 Mall Rd
Burlington, MA 01803781-993-9191

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Fidelity Investments

155 Congress St
Boston, MA 02110617-367-3469

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Fidelity Investments

300 Granite St #102
Braintree, MA 02184781-356-8728

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Morgan Stanley Smith Barney

28 State St
Boston, MA 02109617-570-9050

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AAA Southern New England

335 Providence Hwy
Westwood, MA 02090781-461-6800

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Ameriprise Financial

175 Andover St Ste 101
Danvers, MA 01923978-646-0025

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Commonwealth Financial Network

29 Sawyer Rd #2
Waltham, MA 02453781-736-0700

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Fidelity Investments

238 Main St Lbby 2
Cambridge, MA 02142617-491-6974

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Financial Solutions Assoc

990 Washington St Ste 317
Dedham, MA 02026781-251-0505

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Ameriprise Financial

180 Paramount Dr #2
Raynham, MA 02767508-824-3655

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Ameriprise Financial

1 Ash St
Hopkinton, MA 01748508-435-0199

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Methods and Limitations

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.