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Ameriprise Financial

283 2nd St E
Sonoma, CA 95476 707-935-8222

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Edward Jones

255 W Napa St #B
Sonoma, CA 95476 707-938-8585

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Matt Lightner and Sharon have been great. - Dec 06, 2013

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Meyers Financial Services

670 W Napa St #C
Sonoma, CA 95476 707-935-1124

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Sonoma Asset Management

20377 Harrington Dr
Sonoma, CA 95476 707-935-7676

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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.