New Law Brings Great Relief for Californians
BY Kendal Blunck | 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…
How to Protect Your Medical Practice From Lawsuits
BY Protect Wealth | January 15, 2024As a medical professional, safeguarding your practice from potential lawsuits is an absolute necessity. This not only involves ensuring the highest quality of care but also implementing sound strategies for medical practice asset protection. According to research conducted by Ultra Risk Advisors, one out of three physicians is likely to face a lawsuit at some…
House Flipping: Tips from the Experts
BY Kendal Blunck | January 12, 2024House Flipping: Tips from the Experts By Teresa Siqueira Updated January 12, 2024 House flipping is a real estate investment strategy that has caught the attention of entrepreneurs and real estate enthusiasts. To succeed in house flipping, investors must find properties with hidden potential that they can transform through smart and strategic renovations. This process requires a…
Maximize Your Savings: Last-Minute Tax Moves to Consider Before the Year Ends
BY Protect Wealth | January 2, 2024Tax planning, especially as the year winds down, carries an immense significance in maximizing your savings. Despite the usual hustle and bustle of the season, it's crucial not to overlook the opportunity for smart tax moves before the year ends. With effective planning, you can safeguard your wealth and pensions and make the most of…
Why the Recent IRS Rule Change Demands a Fresh Approach to Leaving Assets to Heirs
BY Protect Wealth | December 28, 2023Successful estate planning provides peace of mind and ensures smooth ownership transition to the next generation with minimal tax liabilities. However, this intricate process requires careful attention, more so in times of legislative changes. The Internal Revenue Service (IRS) has recently proposed new rules that make a compelling case for revisiting and reinventing existing strategies.…
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