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Page 4 of 26518 results
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A and A Financial

466 Porter Ln
San Jose, CA 95127408-251-3044

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Ameriprise Financial

101 California St Ste 2450
San Francisco, CA 94111415-946-8845

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Ameriprise Financial

180 Montgomery St Ste 1700
San Francisco, CA 94104415-288-7337

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Ameriprise Financial

255 Shoreline Dr #400
Redwood City, CA 94065650-654-4235

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Ameriprise Financial

255 Shoreline Dr #400
Redwood City, CA 94065650-654-4268

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Ameriprise Financial

50 W San Fernando St #900
San Jose, CA 95113408-918-5300

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Aspiriant

101 2nd St Ste 1400
San Francisco, CA 94105415-371-7800

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Atherton Lane Advisors

3000 Sand Hill Rd Ste 1-270
Menlo Park, CA 94025650-233-3776

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Bennicas & Associates

2995 Woodside Rd Ste 250
Woodside, CA 94062650-851-4601

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Burroughs Financial Services

133 Mission St Ste 104
Santa Cruz, CA 95060831-426-3100

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Burton Enright Welch

1333 N California Blvd #140
Walnut Creek, CA 94596925-932-8010

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Capital Advantage

3708 MT Diablo Blvd Ste 200
Lafayette, CA 94549925-299-1500

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Charles Schwab

10 E Hamilton Ave Ste 800
Campbell, CA 95008408-341-4680

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Charles Schwab

1700 Soscol Ave Ste 3
Napa, CA 94559707-259-2900

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Charles Schwab

403 Corte Madera Town Ctr
Corte Madera, CA 94925415-945-6464

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Edward Jones

370 Highland Ave Ste 201
Piedmont, CA 94611510-547-4589

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Edward Jones

647 Healdsburg Ave
Healdsburg, CA 95448707-433-3412

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Fidelity Investments

851 E Hamilton Ave #100
Campbell, CA 95008408-371-4611

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First Republic Investment

111 Pine St Fl 3
San Francisco, CA 94111415-392-1088

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Fluent Wealth Partners

1530 The Alameda Ste 115
San Jose, CA 95126408-217-2000

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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.