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Recursos profesionales - Centro de bienestar mental
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Recursos profesionalessuper_mwc13/02/2025 18:04:57

Recursos profesionales

Mediante una cuidadosa planificación de su patrimonio, puede realizar donaciones que beneficiarán a Mental Wellness Center en el futuro. Estas donaciones planificadas ofrecen estrategias creativas y flexibles para que usted pueda alcanzar sus objetivos caritativos y financieros familiares. Entre los beneficios, puede obtener importantes ahorros fiscales y posibles ingresos vitalicios para usted y/o su cónyuge. Sin embargo, el mayor beneficio de una donación planificada será saber que está asegurando un legado de bienestar mental en nuestra comunidad.

Marilyn Anticouni

Marilyn Anticouni, abogada especializada en planificación patrimonial

1234 Santa Barbara Street
Santa Barbara, CA 93101
(805) 882-9255

Deborah Boswell

Deborah Boswell, abogada especializada en planificación patrimonial

Mulllen & Henzell
112 E. Victoria Street
Santa Bárbara, CA 93101
Teléfono: (805) 966-1501

imagen cuadrada temporal

Ned Emerson

Necesitamos su información.

Ian Filppini

Ian Filippini, planificador financiero

Filippini Wealth Management, Inc.
351 Paseo Nuevo, Suite 7
Santa Bárbara, CA 93101

"El mejor uso de la vida es invertir en algo que durará más que la vida".

William James