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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
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
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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.
Monday Jan 24, 2022
Monday Jan 24, 2022
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.
Friday Dec 17, 2021
Friday Dec 17, 2021
There are 40 million lawsuits filed in the U.S. each year and it's a growth industry. Don't get caught with your pants down by an unforeseen liability that can attack your business, investment property, stocks/bonds/cash and even your home.
Join top attorney Harry Barth who is the founder of asset protection firm BarthCalderon as he reveals how YOU can guard your assets.
This talk was given to an incredible group of CEO's and owners via the CEO Forum and now you are getting access right here. Jump in!
Friday Oct 29, 2021
Friday Oct 29, 2021
Don't neglect your Will & Trust, it could haunt you.
Join me on this episode of Wealth Protector TV as top attorney Brent Honea breaks down your estate plan, why you need it and the unforeseen consequences that can happen without it.
Sunday Oct 17, 2021
Sunday Oct 17, 2021
Too many parents neglect to put a Medical Authority Document in place for their children. Then "life" happens and unintended consequences dominate.
Join me as I sit down with top attorney Tom Masson to break down exactly what this document is all about and why you need it.
If you have children, grandchildren or advise others - you won't want to miss this episode of Wealth Protector TV.
Monday Oct 11, 2021
Monday Oct 11, 2021
How to properly give assets to your kids...
Instead of giving cash, stocks and/or property directly to your kids, think about setting up an asset protected trust for them.
Too many kids end up losing their inheritance to unforeseen liability and divorce. Join me on this episode of Wealth Protector TV as we break down an effective strategy to guard your assets.
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
In my work I get to meet a lot of interesting and inspiring people and Evon Spangler is certainly no exception.
Join me as I sit down with Evon and find out what she has going on!
Thursday Sep 23, 2021
Thursday Sep 23, 2021
In this episode of Wealth Protector TV & Radio, we are pulling the curtain on what exactly goes into getting your Will & Trust done.
We've all heard about the importance of getting an estate plan, but a lot of people don't really know what happens behind the scenes. And people don't realize the critically important decisions they need to make.
Join me as I sit down with paralegal Kraig Strom of the estate planning law firm BarthCalderon as he breaks it all down.
Friday Sep 10, 2021
Friday Sep 10, 2021
📺 You have to get your advanced medical directive and financial power of attorney in place...
Most people spend more time looking in the fridge vs estate planning.
MISTAKE!
You see, estate planning is about taking control of your life right now. It's not just about dying.
Join me on the latest episode of Wealth Protector TV as top attorney Brent Honea reveals exactly what YOU need to know about estate planning.
Paul