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Nik Linton, CFP®, CFA®
2999 Oak Rd Ste 103
Walnut Creek, CA 94597-1996
D: 925.952.5260
F: 866.467.4284
TF: 888.230.1647
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Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
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Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
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Estate & Giving
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