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03 May Property Ownership Part 2: Community Property

Do you know how you hold ownership to your property?  Most people are unaware of exactly the method by which they own their home or investment properties. This is troubling, because depending on how you took title to the property, you have different legal rights....

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04 Apr Property Ownership Part 1: Joint Tenancy

Do you know how you hold ownership to your property? Most people are unaware of exactly the method by which they own their home or investment property. This is troubling, because depending on how you took title to the property, you have different legal rights....

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13 Feb 5 Common Estate Planning Myths

Have you heard someone say “I’m not wealthy, I don’t need a trust.” This is a common misconception with respect to estate planning that results in thousands of estates being probated each year.   Estate planning is about much more then preserving your wealth for your loved...

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30 Nov Who is the Right Guardian for Your Child?

Selecting guardians for minor children can be very difficult. What are some factors you should consider when selecting guardians for your minor child? Parents worry about everything when it comes to their children. Feeding them the best foods, keeping them safe and healthy, providing them with...

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13 Nov What is a Special Needs Trust?

 Have you heard of a Special Needs Trust? Do you think you may need one? Do you know how it works? A Special Needs Trust is a special trust created for a loved one who is currently receiving or will receive Supplemental Security Income (SSI) and/or Medi-Cal. Why is there a...

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02 Oct How to transfer Title of Car after Death?

Ever wonder how title to a person’s car is transferred after they have passed? Believe it or not, the State of California has made it a rather straight forward process. So how easy is it to transfer a car at someone’s death? Well, it all depends...

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01 Sep What is a “Step Up in Basis”?

Step Up in Basis A "Step Up In Basis" is probably the best and biggest tax break the IRS code allows.  Normally, when you sell an asset that has appreciated in value, you pay what is known as a capital gains tax. But, for assets that...

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