With the passage of Proposition 19 and the change of administration in the White House, there is a lot of confusion about real property transfers,.
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Proposition 19 goes into effect on February 16, 2021 and the favorable property tax reassessment terms for gifts from parents to children are going to.
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Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, general guidelines can be drawn.
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2019 IRA contributions can be made until the tax filing deadline of April 15, 2020. Good news, the contribution limit increased in 2019 by $500 to $6000.
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Do I have enough to retire? Am I on track with meeting my financial goals? Are my investments aligned with my aspirations?.
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The IRA’s value as a retirement planning tool is well known: IRA assets compound on a tax-deferred (or, in the case of a Roth IRA,.
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If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure that the trust is properly.
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If your estate plan calls for making noncash gifts in trust or outright to beneficiaries, you need to know the values of those gifts and.
Continue ReadingEstate planning is all about protecting your family and ensuring that your wealth is distributed according to your wishes. So the idea that someone might.
Continue ReadingA Roth IRA can be a valuable estate planning tool, offering the opportunity for tax-free growth as long as it exists and requiring no distributions.
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