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Hanson & Caggiano

1401 Willow Pass Rd #1015
Concord, CA 94520 925-933-2310

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Totah's Tax Service

4180 Treat Blvd #C2
Concord, CA 94518 925-676-8349

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So quick and easy. Great to work with - Jun 15, 2021

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Vale Tax & Accounting Services

4180 Treat Blvd #C
Concord, CA 94518 925-483-2887

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Vale, Eric

4180 Treat Blvd #C
Concord, CA 94518 925-483-2887

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The staff is very responsive and Eric was personable. - May 14, 2020

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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.