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Coles & Bodoin

75 2nd Ave #100
Needham, MA 02494 781-455-1400

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Great service. Timely. Very responsive. - Feb 13, 2023

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Treeful Damaso Aniceto

85 West St #F-302
Walpole, MA 02081 781-499-3346

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Their address has changed. It is now 85 West Street, suite F - 302, Walpole... - Jun 01, 2025

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Goldberg & Associates

661 Highland Ave #101
Needham, MA 02494 781-816-8913

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Always meets on a one on one to go over the specifics of my taxes. - May 20, 2020

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Waldron H Rand & Company

850 Washington St #200
Dedham, MA 02026 781-449-5825

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O'Brien & Associates

10 Kearney Rd #305
Needham, MA 02494 781-444-8400

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Have used them for years and can't recommend them higher. Great service - Mar 14, 2018

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Morris & Morris

32 Kearney Rd Fl 1
Needham Heights, MA 02494 781-455-6900

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They are the best. I have been a client for years and will continue to be a... - Jul 15, 2017

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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.