Louis Barajas, MBA, EA, CFP®, AIF®, CEPA

Webinar revocable living trust. $600 California revocable living trust 1230pm today/daily 20minutes or more plus Q&A https://lnkd.in/gK46qCNJ Connie Dello Buono text 4088541883 motherhealth@gmail.com #livingtrust present revocable living trust for 15 minutes webniar Here's a concise 15-minute webinar outline on revocable living trusts: Introduction (1 minute): - Define revocable living trust - Explain its role in estate planning Key Benefits (3 minutes): - Avoid probate - Maintain privacy - Provide incapacity planning - Allow for asset management Structure of a Revocable Living Trust (3 minutes): - Grantor, trustee, and beneficiary roles - Funding the trust - Successor trustee designation Common Provisions (3 minutes): - Distribution instructions - Powers of trustee - Spendthrift clauses - Tax planning considerations Comparing to Other Estate Planning Tools (2 minutes): - Differences from wills - Advantages over power of attorney Potential Drawbacks (2 minutes): - Initial setup costs - Ongoing management requirements Conclusion (1 minute): - Summarize key points - Emphasize importance of professional guidance This outline covers the essential aspects of revocable living trusts in a concise format suitable for a 15-minute webinar[1][3][4]. It provides an overview of the trust's structure, benefits, and considerations, while emphasizing the need for personalized legal advice. Daily webinar link: https://lnkd.in/gEbYvqcW

The basics of “tax-wise” estate planning for married couples How can married, high net worth couples incorporate “tax-wise” strategies into their estate planning documents? Read this article from The Nautilus Group to learn about three basic strategies that can help to eliminate or minimize estate and transfer taxes, and then let’s talk about which strategy might be optimal for your specific circumstances. The Nautilus Group®️ is a service of New York Life Insurance Company. https://bit.ly/4c1uHOi

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This Estate Planning Checklist will help you to stay organized and keep track of your important documents and decisions that will be useful to help you for planning for the future📝 https://lnkd.in/ghMwnb4W #estateplanningchecklist #planningchecklist #estateplanning #realtortips #organizationchecklist #realtorchecklist #claraduranreed #theduranreedfirm #pvrealtor

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I like making fun of over glamorized tax planning strategies as much as the next keyboard warrior... But in general witty cynicism does not translate to value to your clients It's important to have a basic understanding of what your clients might be coming across The Augusta Rule Moving to Puerto Rico 1031'ing everything Real estate professional status Hiring your newborn to max fund a Roth IRA from day 1 (add your own in the comments) Unless we're talking about blatant fraud (like zeroing out withholdings and hoping the IRS never notices), it's important to know the basics on what's out so you know when it's applicable and how to handle the conversation when it's not Micah Shilanski and I love to share stories about the "fun" questions we get from clients about tax planning they heard about from a friend, relative or social media self proclaimed genius that sounds to good to be true So on June 19th we're going to join forces and share the cliff notes on some of our favorite "exotic" strategies, when they might actually be applicable and more importantly how to navigate these conversations to help clients focus on the simple, consistent things that might be boring but can make a huge difference over time. The cost to attend is whatever your hourly rate is No, we are not going to charge you that but let's be honest, your time is valuable and we respect that. So we'll bring our A game and as always make sure you have clear action items to implement when the session is over. Send me a DM if there is a particular loophole you'd like to hear my thoughts on during the session. Happy Tax Planning! https://lnkd.in/gKByX_Bb

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Going through divorce may feel like a loss, but it's also a chance to rebuild and rediscover yourself. You're not starting over with nothing; you're beginning a new chapter with all the wisdom and experience you've gained, ready to create the life you deserve. Think of this transition as an opportunity to prioritize your own happiness. Take stock of the lessons learned and the strengths gained from your past experiences. Be determined and you'll have the power to shape your future according to your own terms. Your worth and potential are not defined by your past, but by the choices you make moving forward. 💪 If you're going through divorce and need help, we're here for you. You can book a FREE consultation with us. ⁠ ⁠#divorce #finances #financialplanning

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🌱 Spring brings new growth and it's the perfect time to ensure your retirement income is blooming too! At Washington State Employees Financial Planning, we get that rules can be as confusing as a maze. 🤯 Let's untangle that together! Maximize your sources, whether it's Social Security, state benefits, or other income streams. 📈 We're here to help you retire early and enjoy that sweet, sweet freedom. 🏖️ Ready to cultivate a lush retirement garden? 🌻 Download Our 403b Transfer Checklist at watrspers.com 🚜 #RetirementPlanning #FinancialFreedom #EarlyRetirement #washingtonretirement #washingtonteachers

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San Diego County residents, did you know you have until June 17th to file your taxes? Don't worry, we understand the pressure you and your tax professionals are under! If you haven't filed yet, there's still time. For those who have completed their returns, we would love to see them. Tax planning is a year-round process and your returns can help us help you. In other news, we will be conducting our annual rebalance for your investment portfolios in the coming week. If you experienced a significant change in your finances this year, such as a big tax surprise or a new job, it may be time to revisit your financial plan. With all your documents together, now is the perfect time to review our planning process. Let us know if we can help! Link to our financial planning process: https://lnkd.in/gjBJ3VYj #taxes #investing #personalfinance #financialplanning

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I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

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Establishing a post-divorce budget is very important to adapt to all the changes you'll see in income and expenses. A tailored budget helps you prioritize spending, manage essential costs like housing and childcare, and maintain financial stability during the transition. Adjusting to a new financial reality is not easy and requires planning, but a well planned budget gives you some peace and helps you avoid unnecessary debt. If you ever need help, we're here for you. You can book a FREE consultation with us. ⁠ ⁠#divorce #finances #financialplanning

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** NEW PODCAST ALERT ** Are you a homeowner in San Diego contemplating selling your home? Look no further than "San Diego Real Estate Talk with Rosita" for expert guidance and indispensable advice. THIS FRIDAY @ 12:30pm PDT In this episode, Rosita Perez, a seasoned REALTOR and Self-Discovery Coach, delves into crucial aspects of preparing to sell a home. From pricing strategies that attract the right buyers to making your home more appealing, effective marketing techniques, navigating negotiation processes, and understanding the typical timeline for selling a home in San Diego, Rosita's insights are a goldmine for sellers seeking success. Don't miss out on this essential resource for smart tips and empowering knowledge that will elevate your selling journey in San Diego. #realestatesandiego #homesellingtips #realtorlife #PropertyMarket #HomeSellingJourney #realtoradvice #sellingyourhometips #MarketValue #homeshowready #realestatepodcast #homeownership #homesellingprocess #buyersandsellers #RealEstateInsights #SmoothSellingProcess #sellersmarket #homepricestrategies #RealEstateExpertise #housesellingtips #homeappeal #RealtyInsights

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I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture

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Tip of the Day from the Retirement Planning Guidebook (Amazon link: https://lnkd.in/gB8rniSD) Effective marginal tax rates paid on distributions of ordinary income can greatly exceed federal income tax rates, even in states with no state income tax. Issues at work include the odd way that Social Security benefits are taxed, how preferential income sources get stacked on top of ordinary income, Medicare premium surcharges, and the net investment income tax. Understand better what your true tax situation may look like in retirement and whether there are opportunities to use Roth conversions to better manage your tax situation before Social Security and Required Minimum Distributions begin. #retirement #taxplanning #RothConversions

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