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Nobody puts estate or asset protection planning as the #1 fun activity on the list, but getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you get organized in an efficient and painless way.
Episodes
Monday Oct 11, 2021
Monday Oct 11, 2021
How to properly give assets to your kids...
Instead of giving cash, stocks and/or property directly to your kids, think about setting up an asset protected trust for them.
Too many kids end up losing their inheritance to unforeseen liability and divorce. Join me on this episode of Wealth Protector TV as we break down an effective strategy to guard your assets.
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