Do you spend more time planning your vacation versus planning to protect your personal and business assets?
Is your estate or asset protection plan outdated? Do you even have one? Does it seem like pulling teeth to pull all your planning together?
We understand! 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 to get organized in an efficient and painless way. 
Let us help you. Use the following link to schedule a call with us and we will tell you all about our planning assessment. People love it! 
Schedule Calendar - CLICK HERE
Here are some common areas people want help with:
  • Estate planning: Updating existing or getting started.
  • Asset protection planning
  • Pulling all your planning priorities together into organized blueprint
  • Protection for your liquid funds
  • Integration of business & personal planning
  • We are a planning quarterback for business owners - helping them to pull it all together
  • Protect rental income property from lawsuits
  • Limited liability company for your property or business
  • Get your planning in order after a divorce, especially as you enter a second marriage

The information in the podcasts is for general information purposes only. Nothing in the podcasts should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.


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