California property owners: your wish to transfer your real property interests to a loved one may be eligible for an exclusion! California real property, assessed by the state’s Board of Equalization, applies various factors when assessing a property’s base value (see California Revenue and Tax Code). Base value determines the total value of the property…
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Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 1)
The ever-present rush of a new school year is upon us. For many families, this is the last week of summer. This is a great time to assess your current financial situation, long-term, and short-term goals. This week, we are discussing topics that are likely addressed at some point but may not be considered until…
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