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…
Wealth Management

Mastering Wealth Protection Techniques: Role of S Corporations

BY Protect Wealth | February 9, 2024

In today’s financial landscape, safeguarding personal wealth has become a paramount concern for business owners. Amidst various strategies to protect assets, the structuring of businesses plays a crucial role. An S corporation stands out as a compelling choice for those seeking to combine the benefits of corporate structure with certain taxation advantages. This blog post…

Wealth Management

Mastering Wealth Protection Techniques Through Business Structures and Beyond

BY Protect Wealth | February 7, 2024

In today's rapidly evolving financial landscape, securing one's wealth has never been more critical. For financial planners, understanding how to safeguard personal and client assets is paramount. A significant part of this protection comes from the selection of appropriate business structures for financial planners, which can provide a solid foundation for asset protection strategies. However,…

Finances

Leveraging Trusts for Business and Wealth Protection: A Guide for Financial Planners

BY Protect Wealth | February 5, 2024

In the rapidly evolving financial landscape, where unpredictability seems to be the only constant, the concept of wealth preservation has taken center stage for many business owners, including financial planners. Among the myriad strategies available, one stands out for its efficacy and flexibility: the utilization of trusts. Trusts for financial planners not only offer a…

Asset Protection

Asset Protection Strategies for Financial Planners: LLCs vs Corporations

BY Protect Wealth | February 1, 2024

In the world of financial planning, safeguarding assets is paramount for both the advisor and their clients. Choosing the right business structure is a critical decision that can significantly affect the level of asset protection provided. Among the plethora of choices, Limited Liability Companies (LLCs) and S Corporations (S Corps) stand out for their unique…

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