Mr. Hudack started his career in real estate, managing transactions for Fortune 500 companies. In addition to negotiating, executing, and closing acquisitions for sales and leases, he started and operated his own businesses. He has served as corporate and litigation counsel to community associations throughout California. Joe earned his Juris Doctorate from Western State College of Law, magna cum laude, so he could expand his practice and use his talents to assist clients with estate planning, business law, contract review and drafting, and real estate law services.
How to Leave Your Life Insurance and Retirement? Life Insurance and Retirement – Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who will care for a minor child or children if one or both parents die or are incapacitated. From…
Estate Plan for Your Family Business Owning your own business can be a great endeavor that takes a lot of passion and drive. Many small business owners focus on the day-to-day management and growth of the business, rather than thinking about a time when he or she may not be in the business. This is…
Not Married? You’re Not Alone – but You Still Need a Plan. Approximately half of America’s population over the age of 16 is unmarried. While much of the discussion involving estate planning focuses on married couples, this topic is just as important for a single person. Many times it is even more important than a…
Mistakes Baby Boomers are Making in Droves Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes those born between 1946 and 1964, has entered and continues to enter into retirement. As they make this financial transition into retirement, many are learning that…
Estate Planning Helps A dream without a plan is simply a wish. Estate planning is not just about death and taxes — it puts you in the driver’s seat of your financial life, allowing you to set achievable goals. It is a great opportunity to focus on the legacy you want to leave behind for…
Early Inheritance If you’re thinking about giving your children their inheritance early, you’re not alone. Studies suggest that these days, nearly two-thirds of people over the age of 50 would rather pass their assets to the children early than make them wait until the will is read. It can be especially satisfying to fund our…
The Tax-Free Way Each year on January 1st, everyone receives what can be thought of as yearly coupons for tax-free gifts. There Are Several Different Ways That You Can Redeem Those Coupons: Annual exclusion gifts. These gifts are transfers of money or property that do not exceed the annual gift tax exclusion. These gifts can…
Why You Should Think About It When Estate Planning Debt After Death – If you carry debt, do not assume that your death or incapacity will make it automatically disappear. On the contrary, the money you owe may eat away at the assets you were planning to leave to your heirs or — if you…
How Your Health Savings Account (HSA) Works with Your Estate Plan? If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into your estate plan—especially to make sure that any hard-earned money left in your HSA when you die goes where you want it. What…
Tax and Estate Planning Season Tax prep activity is the perfect opportunity to get your estate plan in order and kill two birds with the proverbial stone “Tax and Estate Planning Season”. Why? Because as you run down your list of “tax prep” questions, you will find that your answers could also impact your estate…