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(530) 272-1345
customer.support@appleandassociates.com
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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Office: (530) 272-1345

565 Brunswick Road

Suite 8

Grass Valley, CA 95945

customer.support@appleandassociates.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Apple and Associates is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission.

See here for our Form CRS.

These web pages should not be construed as an offer to recommend or sell securities, insurance or advisory services in any state in which the above individual is not licensed and/or registered to do so.

Daniel Apple's insurance license number: 0675786

Dean Bardon's insurance license number: CA 0M03062, OR 18593462

Liam Apple's insurance license number: CA 4265717

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