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, Small Business

Protection & Liabilities in Sole Proprietorships and Partnerships

BY Kendal Blunck | March 8, 2017

Sole proprietorships and partnerships work well for small businesses that are just getting started and have few risks. However, there are some serious drawbacks to these business structures that business owners should consider as the company grows. If you have a small business that has few assets, then a sole proprietorship or partnership may make…

Retirement, Tax Planning

Expert Interview Series: Retirement author Tom Hegna on Protecting Your Retirement Assets

BY Kendal Blunck | February 27, 2017

Thomas Hegna is an author of four books on retirement, and a speaker and economist who has been featured on a nationally syndicated PBS show, Don’t Worry Retire Happy!, which has played in over 50 million homes in the U.S. and Canada. We recently checked in with Tom to get his advice on retirement planning, the importance…

Asset Protection, Tax Planning

How to Choose the Right Corporate Structure

BY Kendal Blunck | February 23, 2017

Choosing the right structure for your business is important for several financial reasons. It is also an important decision from convenience and legal perspective as well. It will determine how you should pay your taxes, your personal liabilities, and how you can generate capital for your business. Thankfully, even if you have chosen a corporate…

Asset Protection, Real State

Estate Planning With a Trust: It’s Simpler Than You Think

BY Kendal Blunck | February 23, 2017

Estate Planning can be confusing, but incorporating a trust may be a good way to start. Considering whether setting up a trust is the right option for your estate plan? They are a lot less complicated than you might think. Even if you are just starting to consider an estate plan, you have probably run…

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