The 7 Questions You Must Ask Before You Spend a Dollar on Your Will, Trust or LLC. Click here

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Estate Planning 101

What is an Estate Plan and How Do I Protect My Family?

The first Tuesday of every month 5:30-6:30 p.m.              
Asset Protection 101

How Do I Protect My Assets, Including Rental Property and Business?

The third Thursday of every month 5:30-6:30 pm.                

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CPA TELECONFERENCE
Feb. 7, 3:00 - 4:30 pm
1 hour of CPE Credit
Non-Qualified Deferred Compensation - types of plans, pros and cons 
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CFP TELECONFERENCE
Feb. 21, 3:00 - 4:30 pm
1.5 hours CFP Credit
Business Succession Planning
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From the moment we walked into Clark Allison’s office we felt welcomed and his knowledge on Trusts and preparation of such were beyond words. We were made to feel comfortable with our experience... Doug and Linda Hill
Sacramento, CA

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Dynasty Trusts

Dynasty Trusts are Divorce and Asset Protected Trusts that are designed to protect your hard earned assets through two, three or more generations. Most inheritances are diluted over the years through divorce claims, lawsuits and an estate tax when each generation dies.

A Dynasty Trust is designed to reduce or even eliminate estate taxes when you die, when your children die, when your grandchildren die and even when your great-grandchildren die. Imagine how even a modest estate could grow into family legacy that continues to grow and impact your family for generations if it is both protected from divorce and creditor claims and exempt from further estate taxes.
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