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…
I Got a Private Letter Ruling (PLR) From the IRS. What Does It Mean?
BY Kendal Blunck | August 16, 2023You've just received something that might seem a bit mystifying at first – a Private Letter Ruling, or PLR, from the IRS. It sounds a tad scary, doesn't it? But no worries! Together, we're going to untangle this financial spaghetti. What Exactly is a Private Letter Ruling? In simple, cheerful terms, a PLR is like…
How To Set Up A Living Trust: A Step-By-Step Guide
BY Kendal Blunck | August 12, 2023Have you ever wondered about how you can secure your future and ensure your assets are managed as per your wishes? If so, you're in luck! It's time to talk about living trusts. Setting up a living trust is a great way to manage your property, protect your loved ones, and save on some hefty…
How Do You Obtain A Letter Of Testamentary?
BY Kendal Blunck | August 8, 2023Have you ever heard the term "letter of testamentary" and found yourself scratching your head? Well, no more! Today, we're going to dive right into what a letter of testamentary means and how to get one. Buckle up, because we're about to make probate a whole lot less scary! What is a Letter of Testamentary…
Ask an Advisor: I Want to Give Money to My Son and Daughter-in-Law. How Much Money Can I Give Away Without Incurring a Tax Issue With the IRS?
BY Kendal Blunck | August 4, 2023We are here to help you navigate the ever-complex world of taxation. Today's burning question: How much money can you give away without incurring a tax issue with the IRS? Understanding the Gift Tax Exemption Now, wouldn't it be splendid to just hand out money willy-nilly? Unfortunately, the IRS isn't quite as laissez-faire about such…
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