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Meet Marian Jean: A Life of Science, Sea, and Support for SBMM
For Marian Jean, supporting the Santa Barbara Maritime Museum is a natural extension of a lifelong love of science, the ...
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Can States Also Levy Estate Taxes?
What Are the Differences Between Federal and State Estate Taxes? Taxes related to estates can sometimes be confusing. You may ...
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Did You Report Your QCD Correctly?
A simple tax-time detail can make a big difference for donors who support SBMM through their IRA. A qualified charitable ...
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Estate Lawyers Share the Biggest Mistakes People Make in Their Wills
According to a recent article by Alexander Clark in “Wealth Advisor,” most estate attorneys indicate that common mistakes associated with ...
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New in 2026: A $1,000 Charitable Deduction—No Itemizing Needed
If you usually take the standard deduction (and don’t itemize), a new federal tax change arriving in 2026 may make ...
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Give a Gift That Gives Back
I had a wonderful childhood and my parents provided for our family, yet with five children they believed in giving ...
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A Journey Rooted in Community and Legacy
A California girl at heart, Marie L Morrisroe was born and grew up in Los Angeles. While she did move ...
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2025 Year End Tax Tips and Charitable Considerations
As we approach the end of 2025, there are several key tax-planning strategies to consider and potential action items to ...
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Anchoring the Future: SBMM’s Endowment & Legacy Giving
A nonprofit endowment is a dedicated pool of donated funds that are invested for long-term support of the organization’s mission. ...
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Is Your Estate Plan Built to Prevent Conflict?
Ultimately, a well-structured estate plan does more than preserve/transfer wealth—it preserves family unity and minimizes conflict and legal risk. Recent ...
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Avoiding Trust Disputes
More heirs are heading to court in 2025—and the biggest trigger? Surprise trusts. These are trusts that surface after a ...
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Good Reasons for Estate Planning Still Exist
The new budget bill, the Opportunity, Balance and Better Budget Act, was just signed on July 4th and includes the federal ...
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