Health Plan Scams: How to Spot and Avoid Fraudulent Schemes

by Vasquez + Company | Jul 10, 2024

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources Health Plan Scams: How to Spot and Avoid Fraudulent Schemes ARTICLE | July 10, 2024 Authored by Vasquez + Company With healthcare costs soaring, many Americans...

Is Long-Term Care Insurance Right for You? Key Considerations

by Vasquez + Company | Jul 10, 2024

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources Is Long-Term Care Insurance Right for You? Key Considerations ARTICLE | July 10, 2024 Authored by Vasquez + Company As life expectancies increase, the...

Qualifying for the 0% Tax Rate for LTCG and Dividend Rate

by Vasquez + Company | Jul 10, 2024

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources Qualifying for the 0% Tax Rate for LTCG and Dividend Rate ARTICLE | July 10, 2024 Authored by Vasquez + Company Discover how you might qualify for a 0% federal...

Navigating QTIP Estate Planning for Blended Families

by Vasquez + Company | Jul 10, 2024

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources Navigating QTIP Estate Planning for Blended Families ARTICLE | July 10, 2024 Authored by Vasquez + Company QTIP trusts provide a strategic solution for...

Future-Proof Your Finances with Effective Tax Planning

by Vasquez + Company | Jul 10, 2024

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources Future-Proof Your Finances with Effective Tax Planning ARTICLE | July 10, 2024 Authored by Vasquez + Company Smart tax planning is crucial for financially...