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…House Flipping: Tips from the Experts
BY Kendal Blunck | January 12, 2024House Flipping: Tips from the Experts By Teresa Siqueira Updated January 12, 2024 House flipping is a real estate investment strategy that has caught the attention of entrepreneurs and real estate enthusiasts. To succeed in house flipping, investors must find properties with hidden potential that they can transform through smart and strategic renovations. This process requires a…
Maximize Your Savings: Last-Minute Tax Moves to Consider Before the Year Ends
BY Protect Wealth | January 2, 2024Tax planning, especially as the year winds down, carries an immense significance in maximizing your savings. Despite the usual hustle and bustle of the season, it's crucial not to overlook the opportunity for smart tax moves before the year ends. With effective planning, you can safeguard your wealth and pensions and make the most of…
Why the Recent IRS Rule Change Demands a Fresh Approach to Leaving Assets to Heirs
BY Protect Wealth | December 28, 2023Successful estate planning provides peace of mind and ensures smooth ownership transition to the next generation with minimal tax liabilities. However, this intricate process requires careful attention, more so in times of legislative changes. The Internal Revenue Service (IRS) has recently proposed new rules that make a compelling case for revisiting and reinventing existing strategies.…
Heirloom Legacies: Crafting Estate Plans in the Face of Evolving Tax Rules
BY Protect Wealth | December 25, 2023Estate planning, a critical yet often undervalued component of financial planning, serves as a road map that outlines the lifecycle of personal wealth. From providing for your loved ones to funding philanthropic endeavors, a well-structured estate plan ensures your assets transition smoothly to subsequent generations. But as with any journey, changes can and do occur…
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