Estate Planning

Estate planning can be a crucial part of financial planning. You have to think not only about your goals today, but also for future generations. Once you have planned retirement and invested wisely, it's time to focus on how your assets will be managed after your death.
At Dedham Savings, our SPF* Financial Representatives, Michael A. Pugliese and Megan Ruo, can help. He is here to answer questions and can help you create a plan, so you can feel confident your assets will be distributed the way you desire.
Whether your estate is large or small, there are many issues to consider in creating an estate plan, let Tom Michael help you uncover:

  • What are your assets and their approximate value? 
  • Where will your assets go when you pass away? 
  • Who will take care of your finances when you are no longer able to do so? 
  • Who should be responsible for taking care of your children if you become unable to care for them yourself? 
  • Who should make decisions on your behalf if you become unable to care for yourself? 
  • What do you want done with your remains after you die? 
To learn more about estate planning and protecting your family, contact Michael or Megan. Otherwise, stop by your local branch today to schedule a free, no-obligation appointment:

Main Office, Dedham Square, or East Dedham branch customers, contact Michael Pugliese.
Telephone: 781-320-4805  
Norwood, Walpole, Westwood, Needham or Sharon branch customers, contact Megan Ruo.
Telephone: 781-320-4867
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Consultant. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank customers.