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Fidelity Investments

601 Larkspur Landing Cir
Larkspur, CA 94939 800-990-1139

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I work with Jeff Semp at Fidelity and find him always prepared. He makes good... - Aug 23, 2015

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Litman Gregory Asset Management

900 Larkspur Landing Cir #285
Larkspur, CA 94939 415-461-8999

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Total honesty would be a novel approach for them. Too many conflicts of interests. - Feb 03, 2018

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Marin Financial Advisors

80 E Sir Francis Drake Blvd #1-A
Larkspur, CA 94939 415-925-1212

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expensive but worth it - Mar 13, 2023

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Abunda Financial

1 Harbor Dr #300
Sausalito, CA 94965 415-339-8944

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No raters have left a written comment.

Headlands Group

100 Larkspur Landing Cir #202
Larkspur, CA 94939 415-464-9144

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No raters have left a written comment.

Hutchinson Capital Management

1101 Fifth Ave #160
San Rafael, CA 94901 415-464-5650

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No raters have left a written comment.

Meritas Wealth Management

100 Larkspur Landing Cir #110
Larkspur, CA 94939 415-300-4560

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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.