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Lynden & Company

4999 Appian Way
El Sobrante, CA 94803 510-758-6800

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Their main business is record keeping and taxes for business but they do individual... - Apr 19, 2020

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Anna Joyce

4717 Full Moon Dr
El Sobrante, CA 94803 510-222-3228

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We've been going to Anna Joyce Tax Preparers for over 20 years. Friendly,... - Mar 25, 2024

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Patrick Golden Jr

5134 La Honda Rd
El Sobrante, CA 94803 510-222-2090

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Integrity and professionalism are hard to find. We have worked with Patrick... - Sep 16, 2016

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Sarkis Yousef Accounting and Tax

4980 Appian Way #200
El Sobrante, CA 94803 510-262-9900

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Alpha Tax Service

3735 San Pablo Dam Rd
El Sobrante, CA 94803 510-223-3011

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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.