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Tax Attorney’s Tips To Minimize Taxes
January 1, 2012

Capital Gains Tax on Appreciated Assets Although the housing market has declined or leveled off for most of San Diego County,…

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Take Control Of Your Home With A Living Trust
October 1, 2011

Many people believe that Living Trusts are only for the wealthy and “Trust fund” children/grandchildren. Living Trusts can be designed for…

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Transmutation Agreement Updates
January 1, 2009

We Must update all Transmutation Agreements for updated assets and portfolios. If you have signed a Transmutation Agreement, send us a…

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Beware Of Annuity Salesmen Who Pose As “Living Trust Consultants”
April 30, 2008

Beware of unscrupulous annuity salesmen who pose as “Living Trust Consultants” who use the Trust as a hook to sell you…

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IRA Alert: Vanguard Beneficiary Designation Policy Change
April 30, 2008

If you have an IRA with Vanguard be aware that it is changing their beneficiary designation policy in September 2008. It…

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Medical Alert: MRI And MRA Advisory
April 30, 2008

If you are advised to have an MRI or MRA by your doctor, you must determine if gadolinium will be utilized….

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