Planning your estate involves more than just drafting a will. Alexis helps you explore strategies for transferring wealth, minimizing estate taxes, and ensuring that your assets are distributed according to your wishes. Services include trusts, beneficiary reviews, and charitable giving strategies to leave a meaningful legacy.
Interested?
If you are interested in this item and have some questions, feel free send an inquiry.
Click Here
On the Go?
Scan our QR code and use your phone to access our catalog.
Edward Jones Investments - Alexis Giordano is a proud member of
Oroville CA - We're Bringing Local Back!
Click Here to Learn MoreCommunity Sponsors