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H&R Block

130 S El Camino Real
Millbrae, CA 94030 650-697-7225

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This location is open all year round and the tax preparer is available when... - Aug 27, 2014

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Terence K Ching

10 Rollins Rd #205
Millbrae, CA 94030 650-692-5568

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Ultara Cpa Llp

475 El Camino Real
Millbrae, CA 94030 650-239-9461

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Xavier & Hahn

214 Broadway
Millbrae, CA 94030 650-697-7907

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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.