Zehner Hill Group

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The Community Property Step-up

The Community Property Step-up

June 5, 2024

For the past eight weeks we have been featuring an update of our popular series, The Wealth Cycle, which we first brought to you back in 2016. The Wealth Cycle concept is our way of looking at the shifting goals of investors over time. We break it down into three main phases that you can review with the links below.



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