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TurboTax Online

2800 E Commerce Center Pl
Tucson, AZ 85706888-777-3066

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H & R Block

9220 Roosevelt Blvd
Philadelphia, PA 19115215-464-8100

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Sklar Carmosin & Co

801 Old York Rd Ste 1
Jenkintown, PA 19046215-885-5811

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A & A Tax & Financial Service

501 Uwchlan Ave
Chester Springs, PA 19425610-280-0722

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A and M Berk Tax Service

3621 N Broad St
Philadelphia, PA 19140215-226-1700

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Joseph J Kopec

4 Old Republic Ln
Marlton, NJ 08053856-596-4327

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Kohler Mc Guire

1925 St Rd
Bensalem, PA 19020215-245-1664

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Pritchard Bieler Gruver & Willison

590 Bethlehem Pike
Colmar, PA 18915215-997-6700

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Bee Bergvall & Co

PO Box 754
Warrington, PA 18976215-343-2727

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Colvin Tax Service

220 Chester Pike
Norwood, PA 19074610-586-5074

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Curry & Co

517 White Horse Pike
Haddon Heights, NJ 08035856-546-4683

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Donald S Bicking & Associates

1310 Kings Hwy N
Cherry Hill, NJ 08034856-354-6110

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Gunnip & Company

2751 Centerville Rd Ste 300
Wilmington, DE 19808302-225-5000

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H & R Block Tax Service

1520 Paoli Pike
West Chester, PA 19380610-344-4991

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Joseph R Cartaino Cpa

30 Jackson Rd #C4
Medford, NJ 08055609-654-9000

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Lowe & Associates

580 W Main St
Trappe, PA 19426610-489-8007

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Premier Tax Accounting & Bookeeping

120 S Broad St
Kennett Square, PA 19348610-612-2100

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Wills Owens & Baker

15 Roszel Rd Ste 104
Princeton, NJ 08540609-951-9100

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Baratz & Assoc

4 Eves Dr # A
Marlton, NJ 08053856-985-5688

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Cassidy Associates

333 E City Ave Ste 714
Bala Cynwyd, PA 19004610-667-0800

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Methods and Limitations

We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.

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