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…
Real State

End of Year Estate Planning Strategies

BY Admin | December 28, 2016

Tax and estate planning should not be a one-time process. Instead, you should take some time each year to ensure that your assets are protected, and the potential for estate taxes is minimal. Unfortunately, many people do not consider how leaving assets to their loved ones will affect them from a tax standpoint, so you…

Asset Protection, Finances, Insurance, Tax Planning, Wealth Management

Expert Interview Series: Cary Carbonaro, Author of The Money Queen Guide, About Financial Literacy and Wealth and Asset Management for Women

BY Admin | December 22, 2016

Cary Carbonaro, CFP® MBA, is an award-winning, nationally-known personal finance expert, the managing director of United Capital, a dynamic keynote speaker, a CFP Ambassador, and the author of the best-selling Money Queen Guide. We had a chance to chat with Cary about financial literacy challenges that women face and how to overcome them. Tell us a…

Asset Protection

Quick Guide to Asset Protection

BY Admin | December 21, 2016

If you’re interested in protecting your assets, you’ve come to the right place. The number of reasons to protect your assets is higher now than at any time in history. If you have done well, worked hard, have significant assets, and perhaps own your own business, you may be at serious risk of a lawsuit…

Asset Protection, Living Trust

5 Things You Need to Know About Fraudulent Conveyance

BY Admin | December 20, 2016

A fraudulent conveyance is a transfer of property or other assets in an effort to delay or hinder creditors from collecting on a preexisting debt. Unfortunately, even seemingly innocent property transfers that are part of your asset protection plan can be considered fraudulent conveyances under state and Federal law. Laws that Regulate Fraudulent Conveyance Fraudulent…

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