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Wheeler Accountants

1475 Saratoga Ave #100
Saratoga, CA 95129 408-252-1800

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Not good for individuals. They are focused on very high value business. - Oct 24, 2022

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Cathleen Petersen

14583 Big Basin Way Ste 6
Saratoga, CA 95070 408-741-1412

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Cathleen and her staff are right on top of current tax law, scrupulously honest,totally... - Aug 12, 2014

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Sarada Majumder

14573 Big Basin Way #C
Saratoga, CA 95070 408-753-0272

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Very responsive to all our questions - Apr 08, 2017

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Securities America

1625 The Alameda #206
San Jose, CA 65126 408-725-0616

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No raters have left a written comment.

United Revenue Service

1354 Saratoga Ave
Saratoga, CA 95070 408-248-0795

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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.