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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.
Monday Feb 06, 2023
Monday Feb 06, 2023
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.
Monday Dec 05, 2022
Monday Dec 05, 2022
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.
Monday Sep 26, 2022
Monday Sep 26, 2022
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.
Tuesday Sep 06, 2022
Tuesday Sep 06, 2022
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
Friday Aug 26, 2022
Friday Aug 26, 2022
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
Monday Aug 15, 2022
Monday Aug 15, 2022
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.
Friday Mar 18, 2022
Friday Mar 18, 2022
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.
Friday Mar 11, 2022
Friday Mar 11, 2022
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
Monday Jan 24, 2022
Monday Jan 24, 2022
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.