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…
Tax Tips For A Smooth Filing Season
BY Kendal Blunck | May 1, 2023Now that tax filing season is upon us, you should prepare to file your tax return. Following these eight crucial tax filing tips will ensure that the process runs as smoothly as possible! Be Aware of the Deadline There is technically no penalty for filing your taxes late if you owe the IRS nothing. However,…
Land Trust Benefits For Asset Protection
BY Kendal Blunck | April 28, 2023In this article, we’ll cover exactly what a land trust is, the benefits of land trusts, and how you can use one to your advantage in your estate plan. What is a Land Trust? A land trust is a private legal agreement that transfers ownership of a piece of property from the owner to a…
How 12 Types of Retirement Income Get Taxed
BY Kendal Blunck | April 25, 2023Planning for retirement involves more than just deciding how you'll spend your golden years and handling matters pertaining to estate planning. It's also crucial to understand how the 12 typical forms of retirement income are taxed. Read on to learn more. Taxation of Traditional IRAs and 401(k)s Ordinary income tax rates apply to withdrawals from…
A Beginner’s Guide To Irrevocable Trusts
BY Kendal Blunck | April 22, 2023Let's discuss how irrevocable trusts work. Firstly, there are three parties involved: the grantor, the trustee, and the beneficiary. The grantor establishes the trust and places assets in it. The trustee is responsible for managing the trust after the grantor's passing and allocating the trust's assets in accordance with their instructions. Once assets are transferred…
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