Client Review Workshop (CAMPBELL)

from Roy W Litherland

Who Should Attend This Workshop?
Clients of our firm who signed your living trust estate plan more than 5 years ago and clients who have been unable to attend our recent client appreciation seminars.

Topics include:

◆ Keeping your estate plan aligned with your goals and wishes

◆ Updates on Estate Planning, Taxes, and Medi-Cal

◆ Answers to your estate planning questions

Having an estate plan in place is perhaps the most important step in passing on your legacy; understanding and maintaining your plan is equally as important. We encourage you to take advantage of this free event.

We look forward to seeing you!

REGISTER HERE: (from )

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