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Edward Jones

717 E Lake Ave #1
Watsonville, CA 95076 831-763-0170

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Jacob Young Financial Services

195 Aviation Way #101
Watsonville, CA 95076 831-722-3625

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Disappointing results for managing my investments in 2020-2021-2022 compared... - Mar 06, 2023

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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.