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Page 5 of 26517 results
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Jeffrey Gall

1350 Treat Blvd # 39
Walnut Creek, CA 94597925-937-6382

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Johnson Marotta

2600 El Camino Real Ste 500
Palo Alto, CA 94306650-494-2733

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Lambert & Associates

2817 Crow Canyon Rd Ste 206A
San Ramon, CA 94583925-820-0338

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Marin Financial Advisors

80 E Sir Francis Drake Blvd
Larkspur, CA 94939415-925-1212

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Merrill Lynch

1111 Broadway Ste 2200
Oakland, CA 94607510-208-3800

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Merrill Lynch

5300 Stevens Creek Blvd Ste 120
San Jose, CA 95129408-554-8800

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Merrill Lynch

600 California St Fl 8
San Francisco, CA 94108415-955-3700

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Merrill Lynch Wealth Management

2001 N Main St #600
Walnut Creek, CA 94596925-988-2100

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Morgan Stanley Smith Barney

1001 Page Mill Rd Ste 101
Palo Alto, CA 94304650-493-5300

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Morgan Stanley Smith Barney

245 Lytton Ave Ste 200
Palo Alto, CA 94301650-328-8080

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Morgan Stanley Smith Barney

2775 Sand Hill Rd Ste 120
Menlo Park, CA 94025650-926-7600

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Morgan Stanley Smith Barney

2882 Sand Hill Rd #200
Menlo Park, CA 94025650-234-5100

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Morgan Stanley Smith Barney

6160 Stoneridge Mall Rd #150
Pleasanton, CA 94588925-730-3800

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Nelson Capital Management

1860 Embarcadero Rd Ste 140
Palo Alto, CA 94303650-493-1000

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Northwestern Mutual Financial

60 S Market St #600
San Jose, CA 95113408-535-5700

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Polaris Financial Service

300 Tamal Plz #175
Corte Madera, CA 94925415-927-1818

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Private Portfolios

424 N San Mateo Dr Ste 200
San Mateo, CA 94401650-548-9800

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Retirement Capital Strategies

1190 Saratoga Ave Ste 140
San Jose, CA 95129408-551-6100

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Rice Financial Consulting

300 E Main St
Los Gatos, CA 95030408-354-3400

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Saratoga Research & Investment

PO Box 3552
Saratoga, CA 95070408-741-2330

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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.