Thank you for requesting our free GUIDE, A GUIDE TO GIFTING ASSETS. We hope our show and the enclosed information is helpful to you. To better serve your needs and answer any additional questions you may have after reading the enclosed material, we are currently offering free estate planning and investment portfolio consultations.
We invite you to call our office directly at (800) 393-4001. It would be our pleasure to help you and your family pursue your estate planning and financial goals.
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