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Beach House Wealth Management

521 Capitola Ave
Capitola, CA 95010 831-426-3100

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High professional standards. Very high level of personalized service. - Mar 10, 2021

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Natural Bridges Financial

627 Center St
Santa Cruz, CA 95060 831-421-0700

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Wonderful advice. - Nov 16, 2017

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Edward Jones

1414 Soquel Ave
Santa Cruz, CA 95062 831-466-9788

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Kyle is very conscientious and thorough. I trust his advice. - Dec 16, 2014

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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.