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Parsons Andersen CPAs & Parsons Financial Advisors

721 Purissima St # C
Half Moon Bay, CA 94019 650-726-0640

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Reasonable fees. - Apr 06, 2017

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Bay Cpa's

PO Box 281
Half Moon Bay, CA 94019 650-726-7632

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Easy to work with, great advice and products! - May 24, 2020

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Coastside Tax Consultants

225 Cabrillo Hwy S #105D
Half Moon Bay, CA 94019 650-713-5089

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Cindy is very helpful, always prompt in responses and easy to work with. - Nov 10, 2020

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H&R Block

80 N Cabrillo Hwy #R
Half Moon Bay, CA 94019 650-726-4726

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They have a high quality of service. - May 07, 2020

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Perennial Wealth Management

83 Alameda Ave
Half Moon Bay, CA 94019 650-766-6654

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Have been using Jim Barry for years and very satisfied with his services. - May 03, 2020

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Daniel T Kresteller

426 Main St
Half Moon Bay, CA 94019 650-726-3535

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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.