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Phillip M Wenger

465 California St Ste 210
San Francisco, CA 94104415-433-1317

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Richard Kaiser

2730 Lone Tree Way Ste 4
Antioch, CA 94509925-757-2661

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Ron Carpenter

7901 Stoneridge Dr Ste 201
Pleasanton, CA 94588925-460-0850

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Sal Censoprano

957 Laguna Cir
Foster City, CA 94404650-349-8982

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Sanjiv Gupta Cpa

39111 Paseo Padre Pkwy #117
Fremont, CA 94538510-818-0437

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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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Tax Related Services

4104 Bay St
Fremont, CA 94538510-657-0574

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Tjo & Assoc

1245 S Winchester Blvd Ste 303
San Jose, CA 95128888-378-0483

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Waterman & Associates

595 Millich Dr Ste 215
Campbell, CA 95008408-265-8400

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AARP Tax Aide

Saratoga, CA 95071408-868-1257

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Armanino McKenna

12667 Alcosta Blvd Ste 500
San Ramon, CA 94583925-790-2600

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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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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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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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