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Priest Stream & Donnelly

1228 Alderwood Ave
Sunnyvale, CA 94089 408-732-9370

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Honest, prompt, good. - Aug 22, 2013

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Ravi Tax Preparation Service

806 Louise Dr
Sunnyvale, CA 94087 408-733-9385

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No raters have left a written comment.

Ress Business Management Services

1256 Pecos Way
Sunnyvale, CA 94089 408-499-8737

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Timely service and reasonable rates - Jan 25, 2021

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Richard Pacheco Tax Service

1225 Vienna Dr #288
Sunnyvale, CA 94089 408-541-1295

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Roger H Falberg

465 S Mathilda Ave #101
Sunnyvale, CA 94086 408-733-0470

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Ron Banks Professional Tax Service

1225 Vienna Dr #228
Sunnyvale, CA 94089 408-745-1773

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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.