Generational Wealth

May 29, 20232 min read

Protecting Your California Home: Essential Estate Planning Tips

Owning a home in California is no small feat. You've invested a significant portion of your wealth, and it only makes sense to shield it...

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Jan 3, 20232 min read

Avoid the Tax Trap: Why Adding Your Kid to Your Home Deed Can Be a Big Mistake & What to Do Instead

As a parent, it's natural to want to do everything you can to protect and provide for your children. One option that some people consider...

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Oct 13, 20213 min read

Generational Wealth is Key to Leveling the Playing Field

by Steve Hartnett Even a little bit of a headstart can be extremely helpful in life. Those who start with little economic wealth,...

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