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Edward Jones

755 Baywood Dr #370
Petaluma, CA 94954 707-763-1851

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Autumn Kruse

755 Baywood St Fl 2 #200
Petaluma, CA 94954 510-323-3973

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In preliminary conversations, was smart, well versed in socially responsible... - Sep 16, 2023

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Sequoia Wealth Management

765 Baywood Dr #235
Petaluma, CA 94954 707-763-8600

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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.