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Eckdahl, Marla

68 Mitchell Blvd #200
San Rafael, CA 94903 415-971-3401

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HAC CPAs

68 Mitchell Blvd #240
San Rafael, CA 94903 415-472-4225

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Maher Accountancy

1101 Fifth Ave #200
San Rafael, CA 94901 415-459-1249

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MGO

145 N Redwood Dr #C
San Rafael, CA 94903 415-499-9400

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very high quality professionals. - Jun 27, 2017

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Miller, Steven P

1000 4th St #875
San Rafael, CA 94901 415-482-9306

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The Wright Tax Service

4040 Civic Center Dr #200
San Rafael, CA 94903 415-492-2831

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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.