Educational Materials
Your Life, Your Legacy | Newsletter
May Issue: Fraud Prevention
Estate Planning Checklist and
Tax Primer
Estate Planning Roles & Responsibilities
Capital Gains Taxes Information
Property Taxes in California
Federal, State & Foreign Death Taxes
Garn St. Germain & Transfers of Real Estate with Mortgages
Establishing Legacy Contacts
Learn how designate individuals who can have access to your apple account and iPhone after you pass.
*Not available as a separate document
More about our founder
Women’s History Month Feature: Jennie Bretschneider
Davis Enterprise 2021
