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!
firstname.lastname@example.org or 650-463-1550