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Cerity Partners

550 S Winchester Blvd #350
Los Altos, CA 95128 650-949-2221

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Wells Fargo Advisors

100 Main St
Los Altos, CA 94022 650-947-1640

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Highly recommended. Very good communication, ample interaction time, good... - Jan 30, 2021

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Charles Schwab

240 3rd St #100
Los Altos, CA 94022 650-917-5693

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Gelormini Financial

4966 El Camino Real #121
Los Altos, CA 94022 650-965-1623

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The best ever! Enjoying retirement. Could not have done it without Paul Gelormini - Jul 14, 2017

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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.