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Please fill out this form to help us complete your estate plan.

Global Advisors Working for You

John Dietz

Managing Director, CAPP CWPP

Roccy DeFrancesco, Jr. JD

About Roccy M. DeFrancesco, Jr., JD, CWPP CAPP CMP

Randall K. Edwards, Attorney at Law

About Randall K. Edwards, Attorney at Law

Tim Berry, JD

About Tim Berry, JD

Daniel Ertel, CPA

About Daniel Ertel. CPA

Peter G. Economides, FCCA

Chairmen, Totalserve Management LTD

Eesh Aggarwal, Chartered Accountant

About Eesh Aggarwal, Chartered Accountant

Corey May

Senior Staff Editor

Laurence E. Lipsher

CPA Admitted to Practice in the People's Republic of China

Bernard J. Gartland, JD

Tax Attorney

Dan Mitchell,PhD

Economist, CATO Senior Fellow

Charles S. Nemec

President - Wall Street Capital Corp

Mark Nestmann, LL.M.

LL.M.

Andy Bowman

CWPP&trade

Carlo A. Mason, LLB

Managing Director

Michael B. Nelson, Esq

International Tax Attorney

Richard Keyt

Arizona Attorney

Julianne R. Frank

Esquire

Gary A. Loftsgard

CFP

Rex L. Hogue, P.C

Robert F. Brennan

Esq

Hoite R. Schaap

Tax Advisor

Christian M. Strik

Tax Advisor

Jim Duggan

M.B.A., J.D.

Diane L. Danois

Esquire

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