Real State

New Law Brings Great Relief for Californians

BY Admin | March 1, 2021 After years of having homestead laws that were supposed to protect the homeowner, the state of California has finally decided to play the game with the right game piece. State homestead exemptions give protection, up to a certain dollar amount, to a debtor, to protect a home and its equity from seizure by a judgment…
Finances

6 Long-Term Investment Tips

BY Admin | May 30, 2023

Investing for the long-term can be a good way to grow your wealth and prepare for the future, but it's important to approach it with a plan. By following these six long-term investment tips, you can increase your chances of success and reach your financial goals.1.     Diversify your portfolio: One of the key principles of investing…

Real State

Why Stealth Wealth Is The Best Way To Handle Your Money

BY Admin | May 19, 2023

The world of wealth management is complicated, with many different options and strategies. At times, it can be challenging to wrap your head around the best way to handle your finances, especially in a world where high-net-worth individuals are still targeted by scammers and fraudsters daily. That's why we're here to help! In this post,…

Real State

What Are Trust Funds & How Do They Work?

BY Admin | May 16, 2023

You've probably heard of a trust fund before but might not know what it is. Trusts are financial tools that allow you to control and manage your assets for the benefit of others. They can also help protect against creditors, taxes, and potential lawsuits by protecting your assets from certain claims. If you're considering setting up a…

Real State

The Importance Of A Trust In Your Estate Planning

BY Admin | May 13, 2023

A trust is a legal agreement that allows for the management of assets by a trustee. The trustee is usually someone you choose, but it can also be an institution like a bank or brokerage firm. A trust has many benefits and can be used in many situations, but it is especially helpful in estate…

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