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…
Year End Tax Planning Strategies
BY Kendal Blunck | December 15, 2017Even though it is the end of the year, you still have time to make some last-minute changes to decrease your tax burden, especially if you own your own business. Costs are a money-saver when it comes to taxes, and the end of the year is a great time to tack on some additional cost,…
Quick Guide to Year-End Tax Planning & Asset Protection
BY Kendal Blunck | December 7, 2017Tax season is just around the corner, and individuals are starting to consider last-minute ways to decrease their tax burden for 2017. While you should be considering tax and estate planning throughout the year, there are some end-of-the-year actions you can take to help decrease your tax owed or increase your refund. You may also…
Estate Planning Checklist
BY Kendal Blunck | November 22, 2017Many people make the mistake of assuming that once they have created a will, they have completed the estate planning process. Instead, there is a wide variety of estate planning tools that may be even more useful to you than a will. You will also likely need to update your will periodically as your life…
Simple Guide to Taxation of Trusts
BY Kendal Blunck | November 7, 2017Trusts can be a helpful way to avoid probate and estate taxes. However, they also have their own tax implications that you must consider before creating a trust. Trusts themselves can be taxed, or the income from the trust provided to beneficiaries may be taxed. Understanding the tax treatment of trusts can help you create a…
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