Thank you for attending our Client Seminar:

May 8, 2018

Thank you to all who attended one of our March client seminars which discussed the Effect of the Tax Cuts and Jobs Act on Trust and Estate Planning. We had a wonderful turnout. We would also like to thank everyone for turning in their evaluation and taking the time to comment; they really do mean a lot to us.

Our next client event will be our annual shredding and pancake breakfast event on May 19th!

Our firm often hosts events and educational seminars. If there is a seminar topic you would like us to present, please contact us.

If one of our clients has referred you, please contact our office to schedule a complimentary consultation! or 650-463-1550


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