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Charles Schwab

180 Grand Ave
Oakland, CA 94612 510-986-6010

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Charles Schwab are financial experts and the quality of their work shows so... - Sep 01, 2023

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Merrill Lynch Wealth Management

1111 Broadway Fl22
Oakland, CA 94607 510-208-3800

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It all depends on your financial advisor. - Apr 17, 2023

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Morgan Stanley Financial Advisors

1999 Harrison St #2200
Oakland, CA 94612 510-839-8080

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Mixed feelings: (by the way there are different "wealth mgt"... - Nov 02, 2024

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A Thomas Beatty

4035 Brown Ave
Oakland, CA 94619 510-530-2686

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Bell Investment Advisors

2 Orinda Theatre Sq #315
Orinda, CA 94563 510-433-1066

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Amazing group of people who clearly care about their clients! - May 14, 2020

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Liberty Group

411 30th St Fl2
Oakland, CA 94609 510-658-1880

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Great group of advisors. David Hollander and Rob Love - Apr 23, 2016

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Communitas Financial Planning

870 Market St #754
San Francisco, CA 94102 415-337-4566

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Communitas is financial planning for those of us who aren't wealthy. Their... - Apr 25, 2017

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Focused Finances

1300 Clay St #600
Oakland, CA 94612 877-746-7914

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Pat is a fee-only planner, which I the only type that isn’t trying to sell... - Sep 05, 2018

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Balance Financial Planning

5438 Shafter Ave
Oakland, CA 94618 510-847-7432

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Cheryl charges by the hour and fits the needs of most families looking for... - May 08, 2020

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LAB Wealth Management

1130 Wood St
Oakland, CA 94607 510-735-9854

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Leon Augustine provides a very personalized service with in home presentations,... - Apr 04, 2020

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United States Commodity Financial Investments

1850 Mt Diablo Blvd #640
Walnut Creek, CA 94596 510-522-9600

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Wealth Enhancement Group

6201 Medau Pl #101
Oakland, CA 94611 510-339-3933

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Wilkinson Wealth Management

300 Frank H Ogawa Plz #252
Oakland, CA 94612 510-625-1400

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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.