2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

 

We recently did a presentation at a financial planning colleague’s office entitled “Is Your Family Prepared?” Most of the audience had already done their estate planning and the emphasis of the presentation was not to encourage them to do estate planning.  Rather, our focus was to point out other ways that clients can help their families to be prepared for their eventual deaths.

happy family

Summer 2016 KH Nwsltr

2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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