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Page 3 of 348 results
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Merrill Lynch

1331 N California Blvd #700
Walnut Creek, CA 94596 925-946-3073

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Park Miller

2121 N California Blvd
Walnut Creek, CA 94596 925-974-3324

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The advisors are thorough and explain their recommendations clearly. They've... - Sep 05, 2013

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Stifel Nicolaus & Company

500 Ygnacio Valley Rd #490
Walnut Creek, CA 94596 925-746-6560

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Summit Wealth & Retirement Partners

55 Oak Ct #210
Danville, CA 64526 925-927-1900

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Sunlife Financial

2121 N California Blvd #840
Walnut Creek, CA 94596 925-947-5880

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Thomas Doll

165 Lennon Ln #200
Walnut Creek, CA 94598 877-939-2500

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Vista Advisor Group

2950 Buskirk Ave #350
Walnut Creek, CA 94597 925-476-4646

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Vitucci & Associates

877 Ygnacio Valley Rd #220
Walnut Creek, CA 94596 800-472-8305

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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.