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What Is the Estate Tax—and Why Should Your Family Care?
The federal estate tax is not just for the ultra wealthy - it can affect business owners, real estate investors, and families with substantial or highly appreciated assets.

Adela T. Iturregui
Jun 22 min read
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Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...
Adela Iturregui
Feb 144 min read
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Estate Planning Lessons from Matthew Perry: How Trusts Can Protect Your Legacy
In this article, we’ll uncover what Perry's approach to estate planning teaches us about protecting our assets. You don’t have to be a celeb
Adela Iturregui
Oct 27, 20244 min read
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Prevent Family Feuds Over Personal Belongings with the Right Plan
Your personal belongings aren’t just "things"; they’re a part of your story, tied to moments, experiences, and connections with your loved o
Adela Iturregui
Oct 20, 20244 min read
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Navigating End-of-Life Decisions: Ensuring Your Wishes Are Respected
Let’s face it: end-of-life decisions are tough, and they often come sooner than we expect. In a society that’s aging faster than we...
Adela Iturregui
Oct 13, 20244 min read
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Urgent Update: Kamala Harris Pushes for Game-Changing Estate Tax Overhaul—What You Must Know Before 2025!
These are some of the proposed tax law changes for January 2025.
Adela Iturregui
Aug 25, 20243 min read
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Winning an Olympic Medal? Don't Forget the IRS!
Bringing home a medal means bringing the IRS a win.
Adela Iturregui
Aug 19, 20242 min read
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Lessons from Tony Bennet's Estate Battles
Tony Bennett’s estate has become the center of a legal dispute involving his children, Antonia and Johanna Bennett, who have filed a...
Adela Iturregui
Aug 3, 20242 min read
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They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult, even though they still have much growing up to do (though they may not think
Adela Iturregui
Jun 19, 20246 min read
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Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
Adela Iturregui
Mar 13, 20244 min read
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New Legislation Helps with Student Loans and Retirement Savings
When paying off student loans is hard to even consider saving for your retirement. Think again!
Adela Iturregui
Mar 5, 20242 min read
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Foreign Real Property Assets: Challenges and Solutions
Owning real property outside the United States has it's challenges and rewards. Discovery how a US trust and other legal entities can help.
Adela Iturregui
Feb 27, 20242 min read
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This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever. Read more…
Adela Iturregui
Jan 14, 20243 min read
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Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...
Adela Iturregui
Dec 28, 20234 min read
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How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...
Adela Iturregui
Nov 20, 20234 min read
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Estate Planning for Special Needs Beneficiaries
Estate planning is a vital aspect of securing your family's financial future and ensuring that your loved ones are cared for when you're...
Adela Iturregui
Oct 8, 20232 min read
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What Every Caregiver Should Know About Estate Planning for a Loved One With Dementia - Part 2
Estate Planning for Dementia is an important part of securing your assets and making sure your family stays out of court and out of conflict
Adela Iturregui
Sep 16, 20233 min read
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What Every Caregiver Should Know About Estate Planning for a Loved One With Dementia - Part 1
Estate Planning for Families dealing with a dementia diagnosis is essential for their care.
Adela Iturregui
Sep 2, 20234 min read
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Leaving a Legacy: Travel, Games, Pokémon, and the Art of Parenting
If you know what ABC is all about, then you know that I'm not your typical estate planning attorney. Yes, I may be an expert in wills and...
Adela Iturregui
Aug 21, 20234 min read
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Glamour and Protection: Unveiling the Magic of Hybrid DAPTs
Hello, fabulous readers! It's Attorney Barbie, your stylish legal guru, and today I'm beyond excited to introduce you to the glamorous...
Adela Iturregui
Aug 6, 20233 min read
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