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…
Wealthy Tax Strategies: Filling Up Your Tax Bracket In Lower Earning Years
BY Protect Wealth | July 19, 2024When it comes to managing your taxes, especially for wealthier earners, there are various strategies that can be employed to optimize your financial situation. One such strategy is filling up your tax bracket in lower-earning years, which can help reduce your overall tax burden over time. In this article, we will explore different tactics that…
The Essential Trusts for Maintaining Your Wealth
BY Protect Wealth | July 16, 2024When it comes to wealth protection, having the right trusts in place is essential for maintaining and growing your assets. Trusts are powerful tools that can help you achieve your financial goals while also providing protection for your wealth. In this article, we will discuss the types of trusts that every wealthy individual needs to…
Securing Generational Wealth: A Comprehensive Guide
BY Protect Wealth | July 15, 2024Generational wealth is the accumulation of assets passed down from one generation to the next. It is not just about leaving behind money, but rather creating a lasting legacy of financial security for your family. In order to secure generational wealth, it is essential to have a comprehensive plan in place that covers all aspects…
Rent or Sell? Tax Tips for Property Owners with High Net Worth
BY Protect Wealth | July 12, 2024When it comes to owning high-value real estate, property owners with a high net worth often find themselves facing hefty capital gains taxes when it comes time to sell. However, there are several strategies that these individuals can use to minimize their tax liability and maximize their profits. In this article, we will explore tax…
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