Anita Advani
CA Insurance Lic # 0C552268
ANITA ADVANI INSURANCE SERVICES
Contact Us
Anita Advani
CA Insurance Lic # 0C552268
ANITA ADVANI INSURANCE SERVICES
Contact Us
Calculators
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Burial and Final Expenses
What are my needs for burial and final expenses?
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529 college savings plan
What are the advantages of a 529 college savings plan?
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Spending Habits
How much am I spending?
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Retirement and living expenses
How will retirement impact my living expenses?
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.