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Altamont Wealth Management

486 S K St
Livermore, CA 94550 925-606-8181

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Edward Jones

1762 First St
Livermore, CA 94550 925-455-4264

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Extremely knowledgeable and helpful. - May 23, 2020

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Lifetime Capital Financial Group

4695 Chabot Dr
Pleasanton, CA 94588 925-447-0904

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She is so knowledgeable and has provided us with excellent advice for the past... - Jan 09, 2016

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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.