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Your Legacy Matters: How to Protect Your Family and Preserve Your Wealth
Our book is a guide to providing a lasting legacy for your family. We can help you create a plan that protects your wealth and your values for the next generation.
How to Avoid the Six Biggest Estate Planning Mistakes
Order Jeffrey Field’s free book and learn How to Avoid the Six Biggest Estate Planning Mistakes.
My Legacy Booklet
This MY LEGACY booklet allows you to write down the story of your life in your words by simply answering some questions. Great as a recording script for video.
Nine Reasons Business Owners Pay Too Much In Taxes
A must read guide for California business owners who pay too much in taxes.