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David Schwartz

4245 Capitola Rd
Capitola, CA 95010 831-475-8795

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Have used him for over 15 years - Dec 16, 2014

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Linda Contreras CPA

519 Capitola Rd #B
Capitola, CA 95010 831-461-5230

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She is very thorough and takes a reasonable amount of time. Always contacts... - Jan 27, 2018

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Mauldin & Company

2121 41st Ave #301
Capitola, CA 95010 831-464-8481

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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.