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Stern & Associates

2145 19th Ave
San Francisco, CA 94116415-668-3130

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T G Johnson & Assoc

7700 Edgewater Dr Ste 736
Oakland, CA 94621510-632-3272

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Tax Practice

1262 E Hamilton Ave
Campbell, CA 95008408-879-0399

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Tax Practice

1978 The Alameda
San Jose, CA 95126408-260-9055

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Thompson Accounting

1783 Hester Ave
San Jose, CA 95128408-993-8670

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Whitton Ken

185 Front St Ste 201
Danville, CA 94526925-362-0955

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Baldanzi & Co

520 S El Camino Real Ste 600
San Mateo, CA 94402650-343-5900

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Bardella & Associates

702 Litchfield Ave
Sebastopol, CA 95472707-829-4800

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Bellesbach Le & Zumwalt

39500 Stevenson Pl Ste 204
Fremont, CA 94539510-794-4209

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Bettelon & Duong

2600 El Camino Real Ste 414
Palo Alto, CA 94306650-424-8405

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Boitano Sargent & Lilly

1760 The Alameda Ste 200
San Jose, CA 95126408-287-2123

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Boyd Tax Counselors

4030 Moorpark Ave Ste 120
San Jose, CA 95117408-247-4461

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Brennan & Wampler

1981 N Broadway Ste 430
Walnut Creek, CA 94596925-210-9060

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Bruce P Hall

2114 Lombard St Ste 2
San Francisco, CA 94123415-563-6617

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C D Tax & Bookkeeping Service

1262 E Hamilton Ave Ste B
Campbell, CA 95008408-371-9770

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C J Spady

1221 Bridgeway #2
Sausalito, CA 94965415-331-9900

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Carol Keane & Assoc

700 Ygnacio Valley Rd Ste 360
Walnut Creek, CA 94596925-937-5200

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Cederborg & Bret

1299 Newell Hill Pl Ste 203
Walnut Creek, CA 94596510-893-1000

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Chiang & Hammond

2007 W Hedding St Ste 209
San Jose, CA 95128408-244-2002

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Citizens Accounting & Tax Services #408

564 Market St
San Francisco, CA 94104415-362-7850

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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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