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…
7 Reasons You Need Asset Lawsuit Protection
BY Kendal Blunck | July 19, 2018Imagine that you and your best friend own a car washing business as a “hand-shake” partnership. No one details cars like your employees, and over time you have developed a booming business. Part of your service involves picking up vehicles while your customers are at work or shopping to avoid the hassle of having to…
Diversify Retirement Portfolio with a Self-Directed IRA
BY Kendal Blunck | July 3, 2018Our mission at Horizon Trust Company is to provide education on the power of Self Directed IRAs (SDIRA), to empower investors who are interested in diversifying their portfolios and gaining tax-free investment freedom. We pride ourselves on our customer service and strive to over-deliver to our client base. We stress timeliness, quality, and professionalism. Our client’s success is our success,…
Tax Scam #12 (and the final of the “Dirty Dozen” for 2018): Offshore Tax Cheating
BY Kendal Blunck | June 28, 2018Written by: Scott Estill – Public Speaker and Tax Attorney the IRS has recently released its annual report on the “dirty dozen” tax scams. I will be discussing each one in a series of posts concerning these very real tax scams. If you would like more information from the IRS, here is your link: https://www.irs.gov/newsroom/dirty-dozen Tax Scam…
Will Your Estate Plan Work The Way It Should?
BY Kendal Blunck | June 14, 2018Although estate planning documents may be signed, the estate planning process is not complete until asset titles are changed so that they can be controlled by those documents. The act of retitling assets is called funding. So, when the estate planning attorney or your financial advisor speaks of funding your trust, for example, he or…
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