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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 Feb 27, 2023
Monday Feb 27, 2023
In this episode top attorney Noelle Bryce reveals the different types of estate plans and why you must get this right.
You don’t have to be a millionaire to need an estate plan. If you own a house, rental property, other assets or have children - then you need to get your planning in order. This episode is a great value-add for anyone working with clients. Think financial planners, CPA’s, mortgage brokers - you will walk away with some useful nuggets.
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