top of page
Search


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...

CQ
Jul 26, 20243 min read
7 views
0 comments


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...

CQ
May 17, 20243 min read
40 views
0 comments


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...

CQ
Mar 22, 20242 min read
15 views
0 comments


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...

CQ
Oct 13, 20232 min read
38 views
0 comments


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...

CQ
Sep 7, 20232 min read
40 views
0 comments


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...

CQ
Jul 20, 20232 min read
41 views
0 comments


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...

CQ
Jul 7, 20232 min read
47 views
0 comments


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...

CQ
Apr 3, 20232 min read
64 views
0 comments


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...

CQ
Sep 23, 20222 min read
49 views
0 comments


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...

Chris Quintana
Aug 27, 20212 min read
17 views
0 comments


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...

Chris Quintana
Jul 30, 20212 min read
19 views
0 comments


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...

Chris Quintana
Jun 18, 20212 min read
26 views
0 comments


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...

Chris Quintana
Apr 30, 20212 min read
22 views
0 comments


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...

Chris Quintana
Feb 26, 20212 min read
27 views
0 comments


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...

Chris Quintana
Dec 15, 20202 min read
56 views
0 comments
bottom of page