Trusts & Estate Planning

You Could Accidentally Disinherit Your Children if You Don’t Do This…..

Jul 263 min read

You Could Accidentally Disinherit Your Children if You Don’t Do This…..

Accidentally Disinherit Your Children Here at CQ Consulting Services, we understand the desire for financial freedom. It's about more...

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Best Time to Convert 401k to Roth IRA and Pay the Least Amount to Taxes

May 173 min read

Best Time to Convert 401k to Roth IRA and Pay the Least Amount to Taxes

Understanding the Benefits of a Roth IRA Conversion Converting a traditional 401(k) to a Roth IRA can be a strategic financial maneuver...

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Maximizing Your Estate: Understanding Step-Up In Basis

Mar 222 min read

Maximizing Your Estate: Understanding Step-Up In Basis

When it comes to estate planning, understanding the nuances of tax laws can significantly impact your financial legacy. One such concept...

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Understanding the Ins and Outs of the Transfer of Property

Oct 13, 20232 min read

Understanding the Ins and Outs of the Transfer of Property

Do you want to keep your home in the family? You have several options for the transfer of property, but it's vital to consider which...

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Estate Planning Questions and Strategies for Everyone

Sep 7, 20232 min read

Estate Planning Questions and Strategies for Everyone

Estate planning is a crucial consideration for everyone, regardless of your family situation. While many resources often focus on married...

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Jul 20, 20232 min read

Is Your Estate Plan Complete?

What does your estate plan look like? If your estate plan is incomplete, the government may provide one. However, most individuals prefer...

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Advanced Financial Planning Strategies for Estate Financial Planning

Jul 7, 20232 min read

Advanced Financial Planning Strategies for Estate Financial Planning

When it comes to securing your financial future and ensuring your estate is well-prepared for the future, advanced financial planning...

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What is a Trust? Different Types, Uses, and Examples

Apr 3, 20232 min read

What is a Trust? Different Types, Uses, and Examples

Understanding What a Trust is and How It Works What is a trust? Trusts are legal arrangements where a trustee holds a grantor's assets...

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Things to Exclude from Your Will: 5 Items to Avoid Including

Sep 23, 20222 min read

Things to Exclude from Your Will: 5 Items to Avoid Including

We all know the scene: A grieving family gathers in a room for the reading of their relative's will. It lists who inherits what and...

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Chris Quintana

Aug 27, 20212 min read

How to Transfer Property to Heirs

Passing family property down through the generations is a wonderful way to honor all the memories made in your home. Plus, your kids will...

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What Are the Benefits of Setting Up a Trust?

Chris Quintana

Jul 30, 20212 min read

What Are the Benefits of Setting Up a Trust?

What do you want to leave behind for your heirs? Thinking ahead can be challenging, but ensuring a well-considered inheritance for your...

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Estate Planning Tips for the Present and Future

Chris Quintana

Jun 18, 20212 min read

Estate Planning Tips for the Present and Future

Estate planning in the United States could be subject to potential tax modifications following proposed changes by the new...

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What is a Custodial Account? Understanding the Basics and Benefits

Chris Quintana

Apr 30, 20212 min read

What is a Custodial Account? Understanding the Basics and Benefits

Are you pondering the myriad ways to invest in securing your family's future? Enter the realm of custodial accounts, a powerful tool that...

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Chris Quintana

Feb 26, 20212 min read

How to Protect Your Assets

What lies ahead? Predicting the future is impossible, but that doesn't mean you have to feel caught off guard during times of...

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The 4 Types of Legal Documents Every Family Needs

Chris Quintana

Dec 15, 20202 min read

The 4 Types of Legal Documents Every Family Needs

When planning your legacy and making your wishes known, organization is vital. Both digital and physical organizing of your essential...

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