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Fidelity Investments

2580 W El Camino Real #9
Mountain View, CA 94040 800-367-0355

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Been member for Fidelity for very long time and they know what they are doing... - Jul 21, 2022

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Morgan Stanley Wealth Management

650 Castro St #105
Mountain View, CA 94041 650-316-6788

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A great company with sound advice - Aug 15, 2018

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Wealth Architects

800 W El Camino Real #201
Mountain View, CA 94040 650-325-9044

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Best group of people!!!! - Jul 17, 2017

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Weeks & Associates

501 Seaport Ct #101
Redwood City, CA 94063 650-691-0440

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For decades, Nancy Weeks and Carol Acker have taken into account our personal... - Sep 03, 2013

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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.