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DABK Financial Planning

1007 Villa Nueva Dr
El Cerrito, CA 94530 510-558-9208

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After receiving an inheritance we spent two hours with Mr. Khalilollahi for... - Aug 22, 2014

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Edward Jones

1301 Solano Ave #201
Albany, CA 94706 510-237-3495

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Terry and Tami are fabulous. Knowledgeable, professional, and willing to explain... - Sep 06, 2018

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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.