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Charles Schwab

935 Franklin St
Napa, CA 94559 707-259-2900

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My financial services recently switched over to Charles Scwab and they are... - Aug 30, 2023

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DeDora Capital

1600 Main St
Napa, CA 94559 707-253-0681

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The Best. Great Staff, communication is above superior - Mar 17, 2018

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Morgan Stanley Wealth Management

PO Box 3440
Napa, CA 94558 707-254-4400

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Great financial advisor. Always helpful and knowledgeable. - Jun 10, 2021

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UBS Financial Service

703 Trancas St
Napa, CA 94558 707-254-1500

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No raters have left a written comment.

Morgan Stanley Wealth Management

700 Main St #315
Napa, CA 94559 707-252-7177

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Chuck Grohs at Morgan Stanley in Napa has proven a superb financial advisor.... - May 12, 2023

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Vintage Wealth Advisors

513 Lincoln Ave
Napa, CA 94559 707-492-5100

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Great personal service overall. The temporary help was a little slow during... - Jan 09, 2016

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Wells Fargo Advisors

1455 First St #201
Napa, CA 94559 707-252-5700

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I felt pressured in to making a choice I didn’t feel comfortable with - May 13, 2020

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Ameriprise Financial

1766 3rd St #A
Napa, CA 94559 707-257-6155

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No raters have left a written comment.

Edward Jones

1543 3rd St
Napa, CA 94559 707-258-0240

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No raters have left a written comment.

Kuhlmann Associates Financial

1455 1st St #215
Napa, CA 94559 707-253-1195

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No raters have left a written comment.

Napa Valley Financial

1795 3rd St
Napa, CA 94559 707-603-2663

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No raters have left a written comment.

Napa Wealth Management

1836 2nd St
Napa, CA 94559 707-252-1343

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No raters have left a written comment.

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.