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Aspirean Wealth

6 Knoll Ln #B
Mill Valley, CA 94941 415-383-8404

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Fairlead Financial Advisors

400 Murray Ave #C
Larkspur, CA 94939 415-381-6890

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Merrill Lynch Wealth Management

2 Belvedere Pl
Mill Valley, CA 94941 800-861-9328

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Great advisors and money managers. Always looking out for your best interests... - Dec 28, 2014

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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.