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Archive for Tag: Estate Planning  Inheritance

HomeBlogEstate Planning  Inheritance
Posted on August 19, 2021
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02: Why Should I Invest in Real Estate?

Absolute Trust Counsel, Absolute Trust Talk, Alamo, AngelaWright, Del Monte Group, DelMonteGroup, Endless Inheritance, EndlessInheritance, Estate Planning  Inheritance, family wealth, Family Wealth Transitions, FamilyWealth, FamilyWealthTransitions, financial planning, Heirs, Inheritance, Investing, IRA, Kirsten Howe, Life Transition, Money, Podcast, preparing heirs, PreparingHeirs, Realestate, Retire, retirement, Richard Del Monte, Richard DelMonte, Transfer of Wealth, Wealth, Wealth Management, WealthManagement

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Contact Us

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75 Golden Meadow Lane
Alamo, CA 94507

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75 Golden Meadow Lane
Alamo, CA 94507

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Contact us

T 925.736.6410

F 925.263.1930

75 Golden Meadow Lane
Alamo, CA 94507

Del Monte Group

2 weeks ago

Del Monte Group
Financial planners and tax attorneys will help you with two different things. First, consider using a tax professional when you need help filing your taxes. Pro Tip: A CPA will go to bat for you with the IRS too. A financial planner will help you with big decisions regarding retirement planning, retooling finances, etc.Yes, life is full of financial decisions, but that isn’t all life is about. If you need help with personalized solutions tailored to your wants and needs, please get in touch with Angela or Richard today! Schedule a free consultation to get started by visiting www.APlaceOfPossibility.com/Calendar. #LifeTransitions #DelMonteGroup #WeToMe #SavvySeniors #Incapacity #EstatePlanning #AngelaWright #Alamo #Danville #WealthManagement #FinancialPlanning #MultiGenerationalLifePlanning #CPA #FinancialPlanner #Taxes #FinancialDecisions #Money ... See MoreSee Less

How Do You Know When You Need a Financial Planner and CPA or Tax Attorney?

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Your financial planner and tax attorney will help you with two different things. First, consider using a tax professional when you need help filing your taxe...

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Del Monte Group

2 weeks ago

Del Monte Group
Do you use a credit card that earns miles or cash back? As long as you pay them off every month, that is considered good debt, and it has the added bonus of free money. Wondering what else qualifies as good debt? Don’t miss A Place of Possibility episode 31, which comes along with a free guide that helps you understand why you shouldn’t fear debt and how it can be a good means to financial growth. >> aplaceofpossibility.com/apop31 #DelMonteGroup #APlaceOfPossibility #Podcast #Debt #Credit ... See MoreSee Less

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Del Monte Group

2 weeks ago

Del Monte Group
Today we celebrate the life and legacy of Dr. Martin Luther King Jr. - a leader who fought for justice and equality for all. Yet, as we pause a moment to celebrate his conviction and many sacrifices, we recognize that the work of Dr. King, and so many others who have dedicated their lives to fighting for an equal society, is far from finished. And let us always remember that we can continue driving the change this extraordinary leader began simply through our own words and actions. #martinlutherkingjr #MLKDay ... See MoreSee Less

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Del Monte Group

3 weeks ago

Del Monte Group
Pro Tip: Practically speaking, a good idea would be to wait until you have the necessary paperwork to transfer that account into your name before alerting your financial institutions. #lifetransitions #delmontegroup #WEtoME #SavvySeniors #incapacity #estateplanning #angelawright #Alamo #danville #wealthmanagement #financialplanning #multigenerationallifeplanning #banks #money #investmentaccounts #deathnotice ... See MoreSee Less

When Is it too Early to Alert Financial Institutions of a Death?

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Pro Tip: Practically speaking, a good idea would be to wait until you have the necessary paperwork to transfer that account into your name before alerting yo...

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Del Monte Group was live.

3 weeks ago

Del Monte Group
Successful investment and tax strategies always seem like a sleight of hand, especially when it comes to those last-minute reduction strategies that need to be completed before the year’s end. But with a constant evolution of complex laws, how is it possible for so many individuals to really, truly excel at protecting their money and make the most of the rules in place? In this new episode of A Place of Possibility, we’ll talk through a variety of unique, effective, and largely unknown financial strategies that can help you get ahead and ensure your money is working as efficiently as possible as you make your way into 2023. ... See MoreSee Less

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