Wealth Protector

Estate planning is a process that involves the organization and management of a person's assets and property during their lifetime and after their death. It is an important process that helps to ensure that a person's wishes are carried out and their loved ones are taken care of after they are gone. In today's digital age, it is also important to consider how to manage and protect digital assets as part of estate planning.

Digital assets can include anything from online accounts (such as social media accounts, email accounts, and financial accounts) to digital documents and files (such as photos, videos, and documents stored in the cloud). These assets can have significant sentimental and financial value, and it is important to consider how to manage them as part of an estate plan.

Join us on Wealth Protector TV as top attorney Noelle Bryce reveals the duties of a trustee.

You want to get this right to avoid unintended consequences or family fights.

The federal government is doling out substantial tax rewards to businesses that qualify for the Employee Retention Tax Credit (ERTC).

The ERTC is a refundable tax credit that rewards businesses up to $26,000 per employee.

The ERTC was designed to reward and encourage businesses to keep their employees on payroll. It has been dramatically expanded to provide more financial relief to a larger group of employers.

We are seeing substantial checks being sent out to employers and this program is not around forever.

Book your free call here https://vid.us/7f6rp6 to see if you qualify and to discover how to get your reward.

You can watch the full video breakdown of the ERTC using the link in comments.

Own investment property? Advise others who do?

Then you won't want to miss this episode of Wealth Protector TV featuring two top voices.

James Nguyen is a top asset protection attorney and is going to give you his top tips, strategies and tools for owning property within the world of asset protection.

Alexandra Alvarado is part of the team who runs the largest association for investment property owners in the country - The American Apartment Owners Association.

She will reveal the top issues impacting property owners.

Get Your Free Asset Protection & Estate Planning Assessment

Text GUARDASSETS to 650-459-2712 to book your in-take call

Don't get caught NOT having a living trust in place or updated.

Everyone has some sort of an estate to handle and YOU have a choice.

Either you step in and take control of your planning OR you let the courts get involved in your personal affairs.

YUCK!!! Keep the courts out.

In this episode of Wealth Protector TV, top attorney Noelle Bryce reveals exactly what you need to take charge of when it comes to your estate plan.

Can't wait to see you there.

Get Your Free Asset Protection & Estate Planning Assessment

Text GUARDASSETS to 650-459-2712 to book your in-take call

There are critically important decisions and components that go into establishing your LLC and maintaining it properly.

If you don't get it right, then you've potentially exposed your entire net-worth to an unforeseen liability.

Join us on this episode of Wealth Protector TV as top asset protection attorney Harry Barth reveals the 6 common mistakes people (and professionals) make setting up and maintaining an LLC.

GET CONNECTED TO OUR COMPLIMENTARY PLANNING ASSESSMENT

Text GUARDASSETS to 650-459-2712 to book your session today.

We all want to age brilliantly, but what does that mean. Join me for this captivating episode of Wealth Protector TV where I sit down with Age Brilliantly founder Jerry Cahn.

Jerry has done it all and never stops. His newest venture is unreal and has his sights on taking the public company as Age Brilliantly reaches billions across the globe.

An Intentionally Defective Grantor Trust (IDGT) is a well received planning tool to help mitigate taxes on a growing asset such as a business.

We are now in an environment of potentially big decreases in estate tax exemptions so this is a tool you need to understand.

I hope you can join me as I sit down with BarthCalderon Founder and Senior Managing Partner Harry Barth as he reveals exactly how the IDGT works and the benefits.

Paul

Get Your Free Asset Protection & Estate Planning Assessment

Text GUARDASSETS to 650-459-2712 to book your in-take call

You need a Financial Power Of Attorney as part of your estate plan. Without it, you are exposing you and your business to potential huge negative outcomes.

This documents spells out who can act for you. Issues such as running a business, paying rent or your mortgage, signing checks and on and on.

Join us for a look at setting up your Financial Power Of Attorney and the decisions that go into it.

Your Advanced Medical Directive is an important document to include as part of your estate plan.

The Docs and hospitals will ask for it, you don't want to mess around with this. Join us for a behind the scenes look at the Advanced Medical Directive.