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Page 9 of 9167 results
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Telesky Financial Service

591 W Hamilton Ave #210
San Jose, CA 95126 408-551-6580

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They had to re-do our taxes 3 times because of mistakes they made, which I... - Jul 14, 2017

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Thompson Tax & Associates

4880 Stevens Creek Blvd #201
San Jose, CA 95129 408-567-9200

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Vasona Financial & Tax Service

16615 Lark Ave #200
San Jose, CA 95032 408-356-7010

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Veyna & Forschino

4880 Stevens Creek Blvd #200
San Jose, CA 95129 408-985-2727

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I’ve worked with David for over 20 years. - Apr 25, 2018

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Wadke Tax Service

286 Cresta Vista Way
San Jose, CA 95119 408-227-6486

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White, Sally

4595 Cherry Ave #200
San Jose, CA 95118 408-265-4228

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Worden & Worden

303 Saratoga Rd
Los Gatos, CA 95030 408-249-9900

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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.