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Understanding Revocable vs. Irrevocable Living Trusts: Choosing the Right Estate Planning Tool

Understanding Revocable vs. Irrevocable Living Trusts: Choosing the Right Estate Planning Tool

Understanding Revocable vs. Irrevocable Living Trusts: Choosing the Right Estate Planning Tool

Adela Iturregui

May 23, 20243 min read

Celebrating Mother's Day: The Importance of Estate Planning

Adela Iturregui

May 12, 20242 min read

Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.

Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.

Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.

Adela Iturregui

Mar 13, 20244 min read

New Legislation Helps with Student Loans and Retirement Savings

New Legislation Helps with Student Loans and Retirement Savings

New Legislation Helps with Student Loans and Retirement Savings

Adela Iturregui

Mar 5, 20242 min read

Foreign Real Property Assets: Challenges and Solutions

Foreign Real Property Assets: Challenges and Solutions

Foreign Real Property Assets: Challenges and Solutions

Adela Iturregui

Feb 27, 20242 min read

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

Adela Iturregui

Jan 14, 20243 min read

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

Adela Iturregui

Dec 28, 20234 min read

How to Talk Money With Your Family Over The Holidays

How to Talk Money With Your Family Over The Holidays

How to Talk Money With Your Family Over The Holidays

Adela Iturregui

Nov 20, 20234 min read

The Role of Holding Company LLCs in Real Estate and Other Business Structures

The Role of Holding Company LLCs in Real Estate and Other Business Structures

The Role of Holding Company LLCs in Real Estate and Other Business Structures

Adela Iturregui

Nov 6, 20233 min read

Estate Planning for Special Needs Beneficiaries

Estate Planning for Special Needs Beneficiaries

Estate Planning for Special Needs Beneficiaries

Adela Iturregui

Oct 8, 20232 min read

What Every Caregiver Should Know About Estate Planning for a Loved One With Dementia - Part 2

What Every Caregiver Should Know About Estate Planning for a Loved One With Dementia - Part 2

What Every Caregiver Should Know About Estate Planning for a Loved One With Dementia - Part 2

Adela Iturregui

Sep 16, 20233 min read

What Every Caregiver Should Know About Estate Planning for a Loved One With Dementia - Part 1

What Every Caregiver Should Know About Estate Planning for a Loved One With Dementia - Part 1

What Every Caregiver Should Know About Estate Planning for a Loved One With Dementia - Part 1

Adela Iturregui

Sep 2, 20234 min read

Leaving a Legacy: Travel, Games, Pokémon, and the Art of Parenting

Leaving a Legacy: Travel, Games, Pokémon, and the Art of Parenting

Leaving a Legacy: Travel, Games, Pokémon, and the Art of Parenting

Adela Iturregui

Aug 21, 20234 min read

Glamour and Protection: Unveiling the Magic of Hybrid DAPTs

Glamour and Protection: Unveiling the Magic of Hybrid DAPTs

Glamour and Protection: Unveiling the Magic of Hybrid DAPTs

Adela Iturregui

Aug 6, 20233 min read

Barbie's Glam-tastic Guide to Protecting Your Assets: Introducing Domestic Asset Protection Trusts

Barbie's Glam-tastic Guide to Protecting Your Assets: Introducing Domestic Asset Protection Trusts

Barbie's Glam-tastic Guide to Protecting Your Assets: Introducing Domestic Asset Protection Trusts

Adela Iturregui

Aug 6, 20232 min read

Understanding and Leveraging Unitrusts

Understanding and Leveraging Unitrusts

Understanding and Leveraging Unitrusts

Adela Iturregui

Aug 5, 20233 min read

Aretha Franklin's Couch Handwritten Will

Aretha Franklin's Couch Handwritten Will

Aretha Franklin's Couch Handwritten Will

Adela Iturregui

Jul 21, 20235 min read

The CTA: Does My Trust Need to Be Disclosed?

The CTA: Does My Trust Need to Be Disclosed?

The CTA: Does My Trust Need to Be Disclosed?

Adela Iturregui

Jun 16, 20232 min read

Demystifying the new Corporate Transparency Act: Implications for Small Business Owners

Demystifying the new Corporate Transparency Act: Implications for Small Business Owners

Demystifying the new Corporate Transparency Act: Implications for Small Business Owners

Adela T. Iturregui

Jun 13, 20233 min read

How to Protect Your Assets During a Financial Crisis

How to Protect Your Assets During a Financial Crisis

How to Protect Your Assets During a Financial Crisis

Adela T. Iturregui

Mar 13, 20232 min read

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