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Request for Information

Please complete the form below, or you may contact us by phone at (831) 423-3191.

I would like more information on:

  • Wills and Bequests
  • Gifts of Retirement Plans
  • Gifts of Appreciated Securities
  • Gifts of Life Insurance

  • Charitable Bargain Sale
  • Charitable Lead Trusts
  • Retained Life Estates

  • Gifts that Satisfy Your Minimum Required Distributions
  • Gifts for Those Who Do Not Itemize Deductions
  • Gifts For Those Whose Gifts Already Equal 50% of Your Adjusted Gross Income

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