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Rebecca E Leider

945 Walton Ct
Dixon, CA 95620 707-688-0862

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Rebecca is very knowledgeable and accurate. - Nov 19, 2017

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Fortis Tax & Financial Planning

160 N 1st St #10
Dixon, CA 95620 707-678-6991

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Did our tax returns. Fast, reliable, and super responsive. Sent him... - Jul 02, 2022

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H&R Block

1285 Stratford Ave #D
Dixon, CA 95620 707-678-4646

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I have been their customer for years and am happy. - Jun 13, 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.