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…
How Do I Protect My Personal Residence? Part 1
BY Admin | January 27, 2021For most people, our homes are our: safe space; our refuge; our abode of comfort, peace, and love. It is where we get away from the world. Our most asked question on our hotline is: “how do I protect my personal residence?” We will spend the next couple of weeks discussing this. Let’s consider a…
6 Ways The Wealthy Save Thousands
BY Admin | January 11, 2021The term, "the 1%" is thrown around a lot when it comes to talking about the wealthiest people in the world. They use that term as a way to describe how it's the "1%" that manages the rest of the country because of their financial power and status. Regardless if this term is accurate, this…
Does the thought of an IRS Audit keep you from tax planning?
BY Admin | January 4, 2021Are you afraid of the possibility of an IRS audit? You're not alone. While it's actually common for many business owners to be audited fairly regularly, receiving an IRS audit letter can still evoke fear like nothing else. The good news is that the odds of avoiding an audit are in your favor. And if…
Insurance-vs-Asset-protection
BY Admin | December 1, 2020Most investors are stuck choosing between insurance and asset protection with entity structurings such as an LLC, Limited Partnership, or Corporation when looking for a perfect wealth management solution. Both asset protection plans and insurance policies can be viable in your investments as they shield an investor from possible lawsuits. Before choosing either, here is…
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