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David Cecy

9055 Soquel Dr
Aptos, CA 95003 831-688-1031

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Aptos Tax Service

9057 Soquel Dr
Aptos, CA 95003 831-688-1137

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Great customer service and friendly. - May 03, 2020

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Edna Sorensen

Aptos, CA 95003 831-688-0504

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Patrick Scheufler Accountancy

323 Spreckels Dr #A
Aptos, CA 95003 831-689-8530

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Peak Accounting Service

783 Rio Del Mar Blvd #43
Aptos, CA 95003 831-688-6481

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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.