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Estate tax Articles

Navigating the Shifting Landscape of Estate and Inheritance Taxes: A Yearly Odyssey

Estate and inheritance taxes have long been a complex and ever-evolving aspect of financial planning. What might have been a sound strategy one year may be rendered obsolete the next, thanks to changes in federal and state tax laws. In this blog post, we'll explore the dynamic nature of estate and inheritance taxes, including how they can change yearly, the impact of retroactive estate tax laws, and the importance of staying informed to navigate this intricate landscape. The Ever-Changing Landscape States in the U.S. retain the authority to set their own estate and inheritance tax laws, leading to a patchwork ... Read More

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Botti & Morison Estate Planning Workshop

Free 2-Hour Estate Planning Workshop – Camarillo, CA

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Botti & Morison Estate Planning Workshop

Free 2-Hour Estate Planning Workshop – Camarillo, CA

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Free 2-Hour Estate Planning Workshop – Camarillo, CA

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