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Investment Tax Benefits on Real Estate

If you’d like to learn more, contact us today at 805-415-2287.

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Investment Tax Benefits on Real Estate

If you'd like to learn more, contact us … Read More... about Investment Tax Benefits on Real Estate

The Crisis in Retirement Planning

ROBERT C. Merton, a recipient of the 1997 Alfred … [Read More...] about The Crisis in Retirement Planning

Nursing Home Ratings:

According to the Times, nearly half of the … [Read More...] about Nursing Home Ratings:

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Pre-Planning

The sooner the better. Learn how to legally qualify and prevent impoverishment. Learn the rules that enable you to save your estate!

Medi-Cal Planning

Available at “point of need” and allows you to implement effective procedures to help your loved one.

What About Gifting?

Strict penalties are in effect if gifting is done improperly! Between husband and wife there is no “look back period” and assets can be freely given with no penalties of periods of ineligibility.

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.