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Cerity Partners

203 Redwood Shores Pkwy #510
Redwood City, CA 94065 650-462-8666

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They're giving me better advice than my accountant. - Mar 03, 2024

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Wells Fargo Advisors

1950 University Ave #300
East Palo Alto, CA 94303 650-328-0110

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My advisors are two individuals who act as one to handle my account. They are... - May 30, 2024

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Nelson Capital Management

545 Middlefield Rd #200
Menlo Park, CA 94025 650-322-4000

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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.