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Fisher Investments

13100 Skyline Blvd
Woodside, CA 94062 650-851-3334

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There were a few hiccups setting up the funds, but it is going now. They contact... - Aug 31, 2023

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Bennicas & Associates

838 Portola Rd
Portola Valley, CA 94028 650-851-4601

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She is honest and straightforward. But her investment choices have led to... - Jan 01, 2013

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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.