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    Pass On More Than Your Wealth, Pass on Your Legacy

    Why Should You Make a Legacy Video Part of Your Estate Plan You should invest in a Legacy Video – the centerpiece of a 21st Century...

    LEGACY PLANNING: Go Beyond the Traditional Estate Plan

    You should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan – because it will tell your story; because stories...
    CASE STUDY: When Family and Business Don’t Mix

    CASE STUDY: When Family and Business Don’t Mix

    Family members often become “involuntary” co-owners of real estate and/or a business by inheriting a fractional interest in an asset...
    ADVICE: Pass On More Than Your Wealth, Pass on Your Legacy

    ADVICE: Pass On More Than Your Wealth, Pass on Your Legacy

    Why Should You Make a Legacy Video Part of Your Estate Plan You should invest in a Legacy Video – the centerpiece of a 21st Century...

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    1910 Olympic Boulevard, Suite 330, Walnut Creek, California 94596

    (925) 705-4474

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