Notice of Privacy Policy
Blakeslee & Blakeslee, Inc., an independent financial planning firm, is committed to safeguarding the confidential information of its clients.  As your securities firm, we take your privacy seriously.  We want you to understand the information we collect and how we use it.  We collect and use nonpublic information from our Account Agreement and other client forms to help us determine the suitablity of various investments, as a tool in determining your investment objectives, and to satisfy the requirements of various regulatory agencies that govern our securities firm, including FINRA.  We may also receive nonpublic personal information about you from data we obtain from nonaffiliated third parties, including consumer and industrial reporting agencies.  We do not disclose such nonpublic personal information about you to non-exempt third parties.  We maintain physical and electronic safeguards to protect your nonpublic personal information.  If you have any questions regarding our privacy policy, please consult your Blakeslee & Blakeslee registered representative or the director of operations.

Blakeslee & Blakeslee, Inc. is a member of FINRA (www.finra.org) and the Securities Investor Protection Corporation (“SIPC”).  You may obtain more information about SIPC by visiting its website at www.sipc.org or by telephone at 202-371-8300.

Grandparent/Grandchild Exclusion
Did you know it’s possible to pass on $1,000,000 to grandchildren and avoid having to pay estate taxes on the bequest? Most people are aware of the Generation Skipping Trust that the Gallo wine family succeeded in getting written into law allowing $1,000,000 to pass to grandchildren free of estate taxes. People may not be aware of a law that allows up to $1,000,000 of real property to escape reappraisal for property tax purposes if passed to grandchildren. Normally when real estate is transferred to another person the property in question is reappraised and property taxes are adjusted accordingly. California...Read More