• 1979 ESTABLISHED
  • 72 MUNICIPAL CLIENTS
  • 30-40 SINGLE AUDITS ANNUALLY
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  • 1 LOCAL OFFICE PLEASANT HILL
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Real Estate Wealth, Inheritance Planning that Works

Jun 20, 2015

This seminar covers estate planning and how you can limit taxes, avoid probate, and maximize inheritance by utilizing Revocable Living Trusts, Family LLC/LLP, Spousal Limited Access Trusts, Charitable Remainder Trusts, and Irrevocable Life Insurance Trusts.

Municipal

Business

Individual

Non-Profit

Tax

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