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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 Jan 02, 2024
The Important Components Of Your Estate Plan
Tuesday Jan 02, 2024
Tuesday Jan 02, 2024
Don’t neglect your estate plan. All of us have some sort of an estate to organize, you don’t have to be a multi millionaire.
In this episode of Wealth Protector TV we break down the components of your state plan and highlight key considerations you should be including in your plan.
Tuesday Dec 19, 2023
Guard Your Investment Property For The Next Generation {feat: Brent Honea}
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
Owning rental property can be a great way to generate passive income and build wealth, but it's important to also consider how to protect your assets as a rental property owner. There are a number of steps you can take to protect yourself and your rental properties, both from liability and from financial loss.
Thursday Dec 14, 2023
Assets You Get To Keep & Assets You Lose In A Lawsuit!
Thursday Dec 14, 2023
Thursday Dec 14, 2023
There are over 40 million lawsuits filed in the U.S. each year. If you get hit, do you know what assets you own get taken and what you keep?
Join us on this episode of Wealth Protector TV as we reveal each type of asset you own and how it is impacted by a lawsuit.
Get your complimentary estate and/or asset protection planning assessment with a top attorney.
Text GUARDASSETS to 650-459-2712 to book your Zoom call.
Wednesday Nov 15, 2023
White Hot Year-End Planning Tips
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
Estate planning is for everyone. We all have an estate that needs to be organized.
In this episode of Wealth Protector TV, I sit down with BarthCalderon, LLP paralegal Kraig Strom to break down some high alert end of year estate planning tips.
Get your complimentary estate and/or asset protection planning assessment with a top attorney.
Text GUARDASSETS to 650-459-2712 to book your Zoom call.
Monday Nov 13, 2023
Where Could You Get Hit By A Personal Liability?
Monday Nov 13, 2023
Monday Nov 13, 2023
There are over 40 million lawsuits filed in the U.S. each year and growing. In this episode of Wealth Protector TV, we highlight the one area most people don’t recognize as a big exposure area.
Tuesday Nov 07, 2023
Transferring Property When One Spouse Dies
Tuesday Nov 07, 2023
Tuesday Nov 07, 2023
Hanna Yang, Esq. joins Wealth Protector T.V. to equip us for a very real reality- How are we handling Assets and Property when our spouse passes. and how can we be preparing now.
Tuesday Oct 31, 2023
Asset Protection for Business Leaders
Tuesday Oct 31, 2023
Tuesday Oct 31, 2023
Lead attorney Brad Barth sits in with Vistage Chair Aviva Wolmer to discuss Asset Protection for Business Leaders, both personally and professionally. Unforeseen Liabilities must be considered!
Tuesday Oct 24, 2023
The Stages Of Your Life & Your Estate Plan
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
Estate planning is essential at every stage of life to ensure your assets are managed and distributed according to your wishes. Here are some estate planning ideas for different stages of life:
Tuesday Oct 17, 2023
A Tale Of Two Estate Plans {feat: Kraig Strom}
Tuesday Oct 17, 2023
Tuesday Oct 17, 2023
There is good and bad estate planning. You don’t want to simply bang out your plan, you risk unintended consequences and missed opportunities.
In this episode of Wealth Protector TV, we dive into the details of what makes up a good and bad estate plan.
Tuesday Oct 10, 2023
Transferring Property When One Spouse Dies
Tuesday Oct 10, 2023
Tuesday Oct 10, 2023
Hanna Yang, Esq. joins Wealth Protector Radio to equip us for a very real reality- How are we handling Assets and Property when our spouse passes. and how can we be preparing now.