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CQ
Jul 26, 20243 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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CQ
May 17, 20243 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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CQ
Mar 22, 20242 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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CQ
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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CQ
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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CQ
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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CQ
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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CQ
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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CQ
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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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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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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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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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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