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Kelvin Brown's Income Tax Services

628 2nd Ave #105
Crockett, CA 94525 510-787-1603

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We have used Kelvin Brown for 12 years and have had extremely good services... - May 20, 2023

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Crockett Bookkeeping & Tax Service

628 2nd Ave Ste 105
Crockett, CA 94525 510-787-1603

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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.