Blog
Please join us for a Q & A session on “My Big Fat Tax Exemption & Portability – Restructuring Your Estate Plan” Date: Friday, December 8, 2017 Time: 8:00 am – 9:00 am Location: 2070 Pioneer Court, San Mateo, CA 94403
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Please join us for a Q & A session on “Trustee Selection for Estate Plans With Revocable Living Trusts” Date: Friday, November 17, 2017 Time: 8:00 am – 9:00 am Location: 2070 Pioneer Court, San Mateo, CA 94403
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Please join us for a Seminar on “What to do When a Lobed One Dies”. Prepare for the Unthinkable Your estate plan should give you peace of mind. The truth is that most estate plans fail. Documents may be outdated or poorly drafted, assets may be improperly...
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Please join us for a Seminar on “Insulating your Assets from Lawsuits” and learn of ways to better plan for your assets. You and your clients don’t want to wind up in the position to say bye bye to your life’s work. This presentation will focus...
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Please join us for a Q & A on “Lets Update Those Trusts – Updating Dangerous Tax Language” Date: Friday, October 13, 2017 Time: 8:00 am – 9:00 am Location: 2070 Pioneer Court, San Mateo, CA 94403
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How to Use Life Insurance to Meet Estate Planning Needs and Goals Date: September 20, 2017 Time: 8:15am Registration Time: 8:30am to 3:00pm Presentation Continental Breakfast and Lunch will be provided. Join us on Wednesday, September 20, 2017 from 8:30am to 3:00pm...
