FREE Estate Planning Event - Lunch and Learn | LEAVING A ROBUST LEGACY

For many successful Bay Area families, estate planning has evolved. With historically high federal estate tax exemptions, aggressive estate tax strategies are no longer necessary for most people, even those with significant assets. Instead, the focus has shifted to something far more practical and pressing: addressing avoidable risks that can quietly erode wealth during life and across generations. This timely and highly relevant conversation is designed for families who want clarity around modern legacy planning and a better understanding of where real vulnerabilities tend to arise.

Let’s talk about something that truly matters that may help you navigate your next steps.

I invite you to join us for a complimentary luncheon - LEAVING A ROBUST LEGACY led by our esteemed colleague, Robert Silverman, Attorney at Law at Silverman and Jaffe in Walnut Creek.

We look forward to the opportunity to connect and share valuable insights with you and your friend.

Seating is limited. Please secure your spot today!