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Tag Archives: capital gains taxes

Joint Property Ownership: Worth the Risk?

6 Dangers of Joint Property Ownership

By Andre O. McDonald |

In an effort to avoid the some assets passing through the probate process, some people often set up bank accounts or real estate so that these assets are owned jointly with a spouse or other family member. The appeal of joint property ownership is that when one owner dies, the surviving owner will automatically… Read More »

How CPTs create tax savings

How a Community Property Trust Could Save You From Heavy Taxation Down the Road

By Andre O. McDonald |

When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep your assets out of the hands of the IRS is the formation of community property trusts. Last week, we discussed why integrating a community property trust (CPT) into your estate plan is a good idea… Read More »

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