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Advantage Wealth Advisors

3189 Danville Blvd #280
Alamo, CA 94507 925-837-1600

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Listens carefully and tailors his financial advice to the specific individual... - May 03, 2018

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Alamo Bookkeeping & Tax Service

3200A Danville Blvd #201
Alamo, CA 94507 925-743-1108

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nice people - Feb 13, 2018

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Feeny McClaskey & Associates

3201 Danville Blvd #150
Alamo, CA 94507 925-314-1891

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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.