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Cothran & Johnson Accountancy

710 S Broadway Ste 250
Walnut Creek, CA 94596925-939-9292

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Dagmar Bedard

4549 Edwards Ln
Castro Valley, CA 94546510-537-3883

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Doling Chang Ashmore

2447 Ash St
Palo Alto, CA 94306650-321-8744

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Donelda Bernard

660 13th St Ste 200
Oakland, CA 94612510-835-1755

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Dressel Tax & Accounting

3800 Vista Oaks Dr Ste 100
Martinez, CA 94553925-335-2500

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Eckhoff Accountancy

145 N Redwood Dr
San Rafael, CA 94903415-499-9400

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Edward J Sutton EA & Assoc

2171 Junipero Serra Blvd Ste 520
Daly City, CA 94014650-755-1040

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Eileen Magnes Tax Consultant

1309 27th Ave
San Francisco, CA 94122415-753-1272

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Finnegan McMahon

1033 Laurel St
San Carlos, CA 94070650-595-1643

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Ford-Smith Accountancy

68 Mitchell Blvd Ste 115
San Rafael, CA 94903415-499-5140

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Frank Rimerman

1801 Page Mill Rd
Palo Alto, CA 94304650-845-8100

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Fred Marcussen

201 Redwood Shores Pkwy Ste 100
Redwood City, CA 94065650-508-1040

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Gerry Kelly

Redwood City, CA 94061650-216-6700

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Gouveia Tax Service

852 E 14th St
San Leandro, CA 94577510-635-6500

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H & R Block Tax Service

1510 Noriega St
San Francisco, CA 94122415-564-6111

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H & R Block Tax Service

2151 Salvio St Ste C
Concord, CA 94520925-680-6801

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H & R Block Tax Service

3201 Grand Ave
Oakland, CA 94610510-893-4384

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Intrastate Tax & Record Svc

1618 Noriega St
San Francisco, CA 94122415-566-2731

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Johanson & Yau Accountancy

160 W Santa Clara St Ste 900
San Jose, CA 95113408-288-5111

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John Branch

703 Market St Ste 2000
San Francisco, CA 94103415-495-4320

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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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