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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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  • 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 ...

    Read More
  • Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals
    Maximizing Wealth Sharing: Tax-Efficient Trust Strategies for High Net Worth Individuals

    A benefit of working hard is sharing the fruits of your labor with your loved ones. However, gift or estate tax consequences may impact high net worth clients when they share their wealth. By crafting ...

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  • Unlocking Tax Savings for Couples With Community Property Trusts
    Unlocking Tax Savings for Couples With Community Property Trusts

    When it comes to your family’s legacy, every dollar you can save from taxation counts. One way to keep your accounts and property out of the hands of the Internal Revenue Service (IRS) is to form a ...

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  • The Generation-Skipping Transfer Tax and How It Can Affect Your Estate Plan
    The Generation-Skipping Transfer Tax and How It Can Affect Your Estate Plan

    When it comes to federal taxes, most people are very aware of the federal income tax because, if they earn a paycheck, they cannot help but notice the deductions each pay period. But there are ...

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  • Here’s How Cryptocurrency Can Affect Your Estate Plan
    Here’s How Cryptocurrency Can Affect Your Estate Plan

    Cryptocurrency’s popularity has exploded recently, but many people don’t know how it impacts their estate plan. Here are the most important things you need to know. Know the tax consequences Did you ...

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