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Blog Posts in 2024

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  • Estate Planning Strategies for Parents with Live-in Adult Children
    Estate Planning Strategies for Parents with Live-in Adult Children

    Today more young adults are living at home with their parents than at any time since the 1940s. While there are many different opinions about this trend and the cause of its recent prevalence, the ...

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  • Understanding the Benefits of Self-Canceling Installment Notes
    Understanding the Benefits of Self-Canceling Installment Notes

    The Internal Revenue Code assesses a tax (gift or estate) on the transfer of money or property from one person to another during life or at death, with some exceptions. If you own accounts or property ...

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  • Estate Planning 101: How Living Trusts Work
    Estate Planning 101: How Living Trusts Work

    Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an estate plan of directing the distributions of your money and ...

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  • Secure 2.0 Act’s 529-To-Roth Rollover: What Does It Mean for Your Retirement Savings?
    Secure 2.0 Act’s 529-To-Roth Rollover: What Does It Mean for Your Retirement Savings?

    By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the Consolidated Appropriations Act, ...

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  • What to Know Before Donating to Charity
    What to Know Before Donating to Charity

    Compared to residents of other wealthy nations, Americans are more likely to give their time and money to help others. In 2023, the United States ranked ninth in per capita gross domestic product ...

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  • Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis
    Sibling Buyouts in California: A Guide to Preserving Your Property Tax Basis

    In California, when siblings jointly inherit a property, they are presented with multiple alternatives to allocate the asset among themselves. One such method is for one sibling to acquire the other ...

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