Dear Valued Client:
Are you aware that we provide clients the most comprehensive Real Estate Agency relationship? We have helped dozens of clients sell their real estate. When you use us, you get not only the highest and best price but you get FREE valuable legal and tax advice.
Total Contingency Planning = FREE Legal, Tax, and Estate advice at no extra cost to you. No other Realtor® is able to provide you the same list of FREE services as we do!
Total Contingency Planning
As part of our Realtor® services you receive the following legal & Tax services FREE OF CHARGE:
• A comprehensive review of your Living Trust.
• If needed, revision of your existing Trust?
• Work with you to file proper forms with California
• Working with you to mitigate Capital Gains Tax is-
sues, and other taxes.
• Review all Beneficiary issues on life insurance and re-
tirement accounts to ensure they are in sync with your
• Help in either relocating or in preparation to move.
Helping People Achieve Their Social and Financial Goals
3100 Oak Rd, Suite 250, Walnut Creek, CA