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…
5 Secrets About Pension Plans & Income Tax Benefits
BY Kendal Blunck | March 29, 2017Not all wealth management tools are created equal. Further, some asset protection tools work better than others as well. Despite the fact that 10,000 people are turning age 65 every day in the United States, the majority of these individuals do not know the many benefits of pension plans as a means of wealth management.…
Tax Planning Leads to Tax Avoidance: The Shocking Truth
BY Kendal Blunck | March 27, 2017The United States has a progressive tax system, which means that lower-income individuals pay less in taxes based on a percentage of their income. As you make more money, that percentage increases. The most effective way to avoid overpaying taxes, then, is to have less taxable income. There are a variety of ways to go about decreasing…
The Truth About Tax Reduction and Asset Protection Strategies
BY Kendal Blunck | March 22, 2017There is a lot of literature and information out there about how to reduce your taxes and have better asset protection. Like all advice, some information is better than others. Unfortunately, when it comes to reducing taxes and making sure you have a solid asset protection strategy, a wrong move can cause serious financial and…
Expert Interview Series: Tom Stansfield of The Society on Protecting Your Assets in Your Will
BY Kendal Blunck | March 22, 2017Tom Stansfield is Head of Communication and Marketing for the Society of Will Writers. We recently asked for Tom’s insight on writing a will, including things to remember when crafting your will and how to best protect your assets. Here’s what he shared: Tell us the story behind the Society of Will Writers. What is…
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