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Estate Planning and the shift in focus under the new One Big Beautiful Bill Act
This quick explanation of major changes to estate tax law will help you find the areas you may need to re-examine with your estate plan.
Rosanne Muschenheim
Sep 104 min read
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Proposition 19- Major Changes to Property Tax Laws in California
The passage of Proposition 19 has significantly restricted the ability of parents to transfer low assessed values of real estate to...

Rosie Brady
Dec 3, 20204 min read
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CARES Act and Retirement Planning
The CARES Act can help those with retirement accounts.

Rosie Brady
Aug 10, 20201 min read
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