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Green CPA Firm

821 E 2nd St #104
Benecia, CA 94571 707-746-5604

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A Wise Tax Service

1350 Hayes St #B-14
Benicia, CA 94510 707-634-4829

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ATS Tax & Financial Solutions

1075 1st St #6
Benicia, CA 94510 707-745-1040

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Jim Jak

321 Sunrise Ct
Benicia, CA 94510 925-957-6309

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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.