The advice here is good and well-intentioned, for the most part, but you need to get recommendations form colleagues and friends for an accountant and fee-based

The advice here is good and well-intentioned, for the most part, but you need to get recommendations form colleagues and friends for an accountant and fee-based financial planner in your area that you trust, explain your tax, real estate, financial holdings, and family situation, and work through different scenarios.