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EQUALIZE Family Property Planning Guide

Equal Is Not Always Fair When One Child Receives the House

A direction to divide an estate equally may sound fair. It becomes difficult when one child wants to live in the home, another needs cash and another prefers rental income.

The EQUALIZE Family Property Planning Guide helps California families identify decisions involving occupancy, valuation, sibling buyouts, financing, carrying costs, liquidity, trustee authority and Proposition 19 review before uncertainty becomes family conflict.

Complete the short form below for immediate access to the guide.

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