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Morgan Stanley Wealth Management

2775 Sand Hill Rd #120
Menlo Park, CA 94025 650-926-7600

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Grant Matthews is amazing! - Jun 07, 2021

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Buckingham Strategic Wealth

2409 Park Blvd
Palo Alto, CA 94306 650-566-1121

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Very thorough and helpful. - Oct 18, 2023

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UBS Financial Services

64 Willow Pl #200
Menlo Park, CA 94025 650-289-7000

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They manage or retirement funds. We speak about once a year to verify we’re... - Aug 04, 2023

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BNY Wealth Management

3000 Sand Hill Rd #3-290
Menlo Park, CA 94025 650-233-3776

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No raters have left a written comment.

Charles Schwab

800 El Camino Real #100
Menlo Park, CA 94025 650-614-2040

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Merrill Lynch Wealth Management

2 Belvedere Pl #100
Menlo Park, CA 94025 650-473-7888

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FINANCIAL ADVICE IS CAREFULLY PREPARED BUT OFTEN DOES NOT NEED MY NEEDS AND... - May 08, 2016

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Morgan Stanley Wealth Management

2882 Sand Hill Rd #200
Menlo Park, CA 94025 650-234-5100

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Grant Matthews is my financial advisor. - Jun 18, 2017

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Adams Street Partners

2730 Sand Hill Rd #300
Menlo Park, CA 94025 650-331-4860

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No raters have left a written comment.

Alan Biller Associates

535 Middlefield Rd #230
Menlo Park, CA 94025 650-804-7900

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Edward Jones

750 Menlo Ave
Menlo Park, CA 94025 650-329-8803

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No raters have left a written comment.

TA Associates

64 Willow Pl #100
Menlo Park, CA 94025 650-473-2200

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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.