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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
Tuesday Mar 24, 2020
Tuesday Mar 24, 2020
Do you have a child over the age of 18? If so then you need to have a Medical Directive in place so that you can make decisions for your child if something happens to them.
Hospitals and doctors are legally required to ask about this document.
Monday Mar 16, 2020
Monday Mar 16, 2020
Do you have a child over the age of 18? If so then you need to have a Medical Directive in place so that you can make decisions for your child if something happens to them.
Hospitals and doctors are legally required to ask about this document.
Wednesday Mar 11, 2020
Wednesday Mar 11, 2020
When you hear the words estate plan do you get a sick feeling in your stomach?
Putting your plan in place doesn't need to be a gut wrenching scenario. It actually can be positive.
Our process is:
1. Complete questionnaire
2. Get on Zoom with attorney expert for deep dive into your scenario
3. Receive digital draft of your plan to review
4. Get input on any follow up questions with your attorney
5. We build final version, send to you and you did it!
6. Ongoing complimentary access to service team.
Friday Mar 06, 2020
Wednesday Nov 13, 2019
Tuesday Oct 29, 2019
Tuesday Oct 29, 2019
📻Wealth Protector Radio | Our guests on this episode are our very own asset protection expert, Brad Barth, Esq. and successful wealth manager, Jason VanClef, CEO/President of VanClef Financial Group, Inc. Together they will be discussing "Asset Protection For Your Personal & Business Assets" which will provide insight on how to guard your personal and business assets in the current legal and economic environments.
✅ Check out our free planning assessment here: https://tinyurl.com/y77myzm6
📧 You can reach me at paul@barthattorneys.com
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👍 Be sure to subscribe to our YouTube channel for more great content https://tinyurl.com/y8ahxrl4
Sunday Oct 20, 2019
Thursday Oct 17, 2019
Monday Oct 07, 2019
Thursday Jul 25, 2019