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| WEALTH PRESERVATION PLANNING |
| HOLD ONTO WHAT’S YOURS You have worked a lifetime to build your estate. The home you saved so long for, the career you’ve built into a success, and the investments you’ve sacrificed for have finally grown into a portfolio of impressive size. You’ve worked hard to attain the financial security you’ve always dreamed about. Let’s face it…you’re a financial success! Unfortunately, without proper planning only some of what you have accumulated is yours to keep. Although you may not consider your possessions as an "estate" the Internal Revenue Service surely will and is likely to impose an estate tax on property passing from you to your heirs. Planning is the key to successful wealth preservation.
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25966 Vista Drive East Capistrano Beach, California 92624 (949) 218-7473 Toll Free: (800) 794-2765 Email: bwood@bobwoodroof.com |
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