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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
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
Monday Jun 14, 2021
Monday Jun 14, 2021
If you own investment property then you want to know John Riera.
He's the guy who can help you to make sure an issue such as mold doesn't get out of hand and lead to unforeseen tenant liability.
Join me for an eye opening discussion with John.
Thursday Jun 10, 2021
Thursday Jun 10, 2021
📺 Are You Exposed To Probate?
If you don't have a living trust in place or you forget to place assets into your trust, then your butt is going to probate.
And it's nasty. It's expensive, can freeze up assets for a long time and can lead to family arguments.
So what's to know about probate? Join our recent episode of Wealth Protector TV as top attorney Dave Singh reveals exactly what you need to know about probate.
Grab our free estate and asset protection assessment by texting GUARDASSETS to 650-459-2712 and pick a time for your call.
Friday Apr 09, 2021
Friday Apr 09, 2021
Bernie Sanders released a new tax proposal and it's a whopper. Would be transformational and nothing we've seen in over 50 years.
Join us as our founder Harry Barth breaks it down, you MUST understand what's in this proposal.
Tuesday Apr 06, 2021
Tuesday Apr 06, 2021
Mold in your rental property can lead to serious liability if not handled properly. I sit down with noted expert John Riera to get a hot take on handling mold.
Wednesday Feb 03, 2021
Wednesday Feb 03, 2021
Owning a business is awesome, but it comes with the possibility of unforeseen liability.
Asset protection planning is the process of organizing your assets IN ADVANCE OF A LIABILITY in order to guard them from a financial calamity.
Join us on this episode of Wealth Protector TV where expert attorney Brent Honea breaks down exactly what every business owner should be thinking about.
Friday Jan 15, 2021
Friday Jan 15, 2021
Join my colleague David Calderon as he pulls the curtain on best practices for protecting your business from unforeseen liability.
There are 40 million lawsuits filed in the U.S. each year and getting worse. Don't get caught in the liability storm with your guard down.
This is part of our ongoing Wealth Protector TV series where we bring you actionable tools and strategies to help you in some way.
Wednesday Nov 04, 2020
Wednesday Nov 04, 2020
Estate planning is an ever changing scenario. An election year typically brings big changes to planning and this year is no different.
If you have outdated planning or don't have an estate plan at all, be sure to get the monkey off your back and get updated.
Why? Because estate planning is about taking charge of your life right now. If you don't step in, then the courts will happily start making decisions for you.
Thursday Sep 10, 2020