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Rosi & Wallin

3201 Danville Blvd #270
Alamo, CA 94507 925-376-7840

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Hall of Taxes

38 Freitas Dr
Moraga, CA 94556 925-388-1040

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Peggy, my tax preparer, has many years of experience in this profession. She... - May 07, 2019

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Cedercreutz Company

346 Rheem Blvd #205-D
Moraga, CA 94556 925-238-8610

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Like talking to an adult. A senior Tax preparer, lots of experience and very... - Apr 06, 2020

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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.