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Callagy's Accounting & Tax Practice

850 O'Neill Ave
Belmont, CA 94002 650-520-8384

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Lynnel provides practical and sound advice. - Oct 08, 2024

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H&R Block

540 Ralston Ave #J
Belmont, CA 94002 650-596-1500

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The best there is!!! - Jan 26, 2018

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Higham Richards & Vranes

1035 Alameda de Las Pulgas
Belmont, CA 94002 650-592-1521

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Jeffery Anton Tax & Bus Svc

540 Ralston Ave #E
Belmont, CA 94002 650-654-7775

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Jeff has been preparing my taxes foe over 20 years. Great to work with. - May 09, 2020

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James Strain

PO Box 96
Belmont, CA 94002 650-583-6087

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Latham Nadboralski & Lin

1035 Alameda De Las Pulgas
Belmont, CA 94002 650-592-6400

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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.