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1Elmwood Wealth Management Presents Guide to the Living TrustElmwood Wealth Management 2027 Fourth St., suite 203 Berkeley, CA 94710 (510) 8582723 info ElmwoodWealth.com www.ElmwoodWealth.comFinancial

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What is elmwood wealth management presents?

Elmwood Wealth Management Presents is a financial planning and investment management service provided by Elmwood Wealth Management.

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Individuals or entities who have investments managed by Elmwood Wealth Management may be required to file Elmwood Wealth Management Presents as part of their financial reporting obligations.

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To fill out Elmwood Wealth Management Presents, individuals or entities must provide information about their investments, income, expenses, and financial goals.

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Information such as investment portfolio details, income sources, expenses, and financial goals must be reported on Elmwood Wealth Management Presents.