|
|
|
|
Navigating Real Estate, Capital Gains, and Inheritance: A Roadmap for Seniors and Families Real estate is often a family’s most valuable asset, but without a clear plan, passing it down can lead to unexpected tax burdens and stressful family dynamics. If you have been wondering how to safeguard your property and protect your legacy, you are not alone—and you don't have to figure it out in the dark.
In partnership with Placer County Services for Seniors, we invite you to join us for an upcoming Lunch & Learn Seminar specifically designed for seniors and their families. This free, actionable session will cut through the legal and financial jargon to give you practical real estate and tax strategies.
What We Will Cover
This detailed seminar focuses on maximizing your financial protection while keeping family harmony intact. Our main discussion topics include:
-
Smart Tax Strategies: Learn how to minimize or eliminate capital gains taxes on both primary residences and investment properties. We will also cover critical planning steps for when a spouse passes away and how the "step-up in basis" works at death.
-
Gifting vs. Inheriting: Property transfer isn't one-size-fits-all. We’ll compare the options and long-term impacts of gifting family property now versus leaving it as an inheritance later.
-
Protecting Your Legacy: Discover how to seamlessly pass down wealth to the next generation while minimizing potential family disputes and protecting your estate.
Event Details
Enjoy a complimentary lunch while gaining invaluable insights for your family's future.
-
Date: Friday, August 7, 2026
-
Time:
-
Location: 140 Diamond Creek Pl, Ste 165, Roseville, CA
How to Register
Spaces for this informational lunch are limited. To secure your seat, you can register online instantly:
Don't leave your hardest real estate decisions to chance. Bring your questions, bring your adult children, and leave with a clear plan!
P.S. To provide your comments on this newsletter, or request a topic for a future newsletter topic, CLICK HERE.
|
|
|
|
| Kaminski Law Group APC
|
| (916) 540-7618
|
| hello@californiatrusts.law
|
| 140 Diamond Creek Place, Suite 165
|
| Roseville, CA 95747
|
|
|
|
|
|
|
|
Saved Articles
Comments and Feedback
|
Refer A Friend
Your Privacy
|
| Our firm provides the information in this e-newsletter for general guidance only,
and does not constitute the provision of legal advice, tax advice, accounting services,
investment advice, or professional consulting of any kind. The information provided herein should not be
used as a substitute for consultation with professional tax, accounting, legal, or other competent
advisers. Before making any decision or taking any action, you should consult a professional adviser who
has been provided with all pertinent facts relevant to your particular situation. Tax articles in this
e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of
avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided
"as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information,
and without warranty of any kind, express or implied, including but not limited to warranties of
performance, merchantability, and fitness for a particular purpose.
|
Powered by
|
|
Copyright © IndustryNewsletters All rights reserved.
|
This email was sent to:
Mailing address:
140 Diamond Creek Place, Suite 165,
Roseville, CA 95747
|
|
|
|
