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Estate Planning

Thinking about what happens after you are gone is not easy, but we will help you prepare so that your family is taken care of when the worst happens.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Info@OnePacificFS.com   |  (760) 760-9005