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Morgan Stanley Wealth Management

6004 LA Madrona Dr
Santa Cruz, CA 95060 831-440-5200

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Taking tis survey during the current pandemic so am not happy right now with... - May 16, 2020

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Edward Jones

221 Mount Hermon Rd #F
Scotts Valley, CA 95066 831-461-9311

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Cheryl Rebottaro is an awesome advisor. She listens to you closely and helps... - Nov 14, 2017

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Monterey Bay Group

6004 La Madrona Dr
Scotts Valley, CA 95060 831-440-5233

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Modern Woodmen of America

20444 Brook Dr
Sonora, CA 95370 831-600-8461

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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.