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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
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Tuesday May 30, 2023
Protect Your Income Property {feat: Gino Barbaro}
Tuesday May 30, 2023
Tuesday May 30, 2023
Gino Barbaro is a big deal! He is the co-founder of the wildly popular JAKEANDGINO podcast show and a successful real estate investor. And he is your real estate investing resource.
I sat down for a dive into the world of real estate investing and how to grow and guard your investment.
Want to get one-on-one with us for a complimentary asset protection assessment of your investment property?
Text GUARDASSETS to 650-459-2712 to book your free session today with a top attorney from our team.
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Monday Apr 24, 2023
Your Estate Plan Post Divorce
Monday Apr 24, 2023
Monday Apr 24, 2023
For anyone going through a divorce there are important planning considerations to get updated.
You will need to shut down any existing estate planning with your soon-to-be ex spouse and start to prepare brand new planning.
Not doing so can lead to horrible unintended consequences. Join us on this episode of Wealth Protector TV as top attorney Renee Decker reveals exactly what all divorcing couples should be focused on.
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Thursday Apr 06, 2023
When To Update Estate Planning
Thursday Apr 06, 2023
Thursday Apr 06, 2023
Estate planning is not about "set it and forget it." Your life changes, laws change and so it's important to get your estate planning in place and to keep it current.
Join us on this episode of Wealth Protector TV as top attorney Noelle Bryce walks you through the important aspects of your estate plan.
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Friday Mar 17, 2023
Friday Mar 17, 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.
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Monday Feb 27, 2023
Types Of Estate Plans
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.
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Monday Feb 06, 2023
Estate Planning & Your Digital Assets
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.
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Monday Dec 05, 2022
The Powers Of Your Trustee (feat: Noelle Bryce, Esq.)
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.
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Monday Sep 26, 2022
Big Tax Credit For Your Business
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.
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Tuesday Sep 06, 2022
Investment Property Alert!
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
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Friday Aug 26, 2022
Your Living Trust - Behind The Scenes...
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