Real State

New Law Brings Great Relief for Californians

BY Kendal Blunck | 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…
Asset Protection, Finances

Automating Your Finances for Retirement Wealth Planning

BY Kendal Blunck | August 2, 2018

Budgeting and keeping your financials in check is not the most enjoyable task on the planet, but it’s a necessary one nonetheless. It’s also a time-consuming process and one that can cause undue stress in your life. From making sure bills are paid on time, to ensuring enough money is in your checking account to…

Asset Protection, Insurance, Real State

Benefits of Life Insurance in Estate Planning

BY Kendal Blunck | July 30, 2018

Life insurance is a unique asset used to accomplish any of the following: The creation of an estate where circumstances have kept the estate owner from accumulating sufficient assets to care for his loved ones in the event of a premature death.To protect a business value due to the loss of key employees.For debt reduction.…

Asset Protection, Tax Planning, Wealth Management

Asset and Wealth Management: A Holistic Approach to Planning for Now and Later

BY Kendal Blunck | July 26, 2018

Wouldn't it be great if there was a one-stop-shop where you could get advice for all of your personal finances? Well, there is. It’s called ‘asset and wealth management, and it streamlines the financial advising process by combining the advice of financial advisors in every realm of personal Asset and Wealth Management: What is it,…

Wealth Management

Wealth Management: Is a Written Financial Plan Necessary?

BY Kendal Blunck | July 24, 2018

Having a financial plan in place is just as important – if not more – as your actual investments and acquired wealth. Without a proper plan in place, you could potentially be leaving your assets vulnerable to being lost. While many Americans invest their money in an effort to build wealth over time, there is…

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