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Page 8 of 26518 results
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DHR Investment Counsel

5435 College Ave Ste 200
Oakland, CA 94618510-596-2580

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Edith Barschi

PO Box 10013
Berkeley, CA 94709510-486-0846

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Edward Jones

11760 San Pablo Ave #B
El Cerrito, CA 94530510-237-3495

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Edward Jones

1336 Park St Ste D
Alameda, CA 94501510-749-0403

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Edward Jones

1875 Lombard St # A
San Francisco, CA 94123415-440-3340

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Edward Jones

20640 Patio Dr
Castro Valley, CA 94546510-886-3636

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Edward Jones

2485 Salvio St
Concord, CA 94520925-798-4946

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Edward Jones

46923 Warm Springs Blvd #205
Fremont, CA 94539510-657-8776

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Edward Jones

490 Grand Ave #100
Oakland, CA 94610510-663-0196

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Fidelity Investments

1411 Chapin Ave
Burlingame, CA 94010650-343-6775

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Financial Avengers

235 Montgomery St Ste 724
San Francisco, CA 94104415-773-2174

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Foothill Securities

1530 Holmes St Bldg D
Livermore, CA 94550925-447-0904

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Gaertner-Brldges and Associates

164 Main St
Los Altos, CA 94022650-917-9333

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H L Financial Group

181 2nd Ave #456
San Mateo, CA 94401650-347-8400

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J Vitucci Financial Services

303 Arlington Ave # B3
Kensington, CA 94707510-526-2220

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Kcm Investment Advisors

750 Lindaro St Ste 250
San Rafael, CA 94901415-461-7788

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Lau Financial Svc

181 2nd Ave Ste 600
San Mateo, CA 94401650-962-8457

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Litman Gregory

4 Orinda Way Ste 200
Orinda, CA 94563925-254-8999

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Lodestar Private Asset Management

3201 Danville Blvd #275
Alamo, CA 94507925-838-1234

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Lpl Financial

1320 MT Diablo Blvd Ste 200
Walnut Creek, CA 94596925-300-3222

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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.