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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 Jul 30, 2020
Thursday Jul 30, 2020
Do you have 8 high touch points when prospecting?
Vast majority of leads are long term so you need to have a system in place for numerous touches. Email nurture plays a role as do other tools like your CRM.
There are strategies to automate your touches and they "type" of touch also matters a ton.
Either way, you need to have a process in place for multiple high level touches to convert a prospect to each new step in your sales funnel.
Monday Jul 27, 2020
Monday Jul 27, 2020
Are you helping your elderly parents with their estate planning? Do you have your own planning in place?
Whatever you have going on in your life, it's important to understand how you and your family are impacted by estate planning.
Mental capacity comes up in estate planning disputes and can be ugly if you have not handled the issue properly.
I had the chance to chat with my colleague and expert attorney @christine allen. Christine is a Certified Specialist in Estate Planning,
Trusts and Probate.
She breaks it down in terms all of us can understand and her thoughtful input and wise advice is invaluable.
Thursday Jul 09, 2020
Thursday Jul 09, 2020
Are you an owner? Then you need to look at having a buy/sell agreement in place with your partner(s).
Or maybe you need to update old agreement. Times have changed big time due to financial crisis, perhaps the valuation of your business has changed.
You just don't want to litigate matters and a buy/sell is a great tool to avoid this.
Friday May 15, 2020
Tuesday May 12, 2020
Tuesday May 12, 2020
The #1 goal of my content is to deliver valuable insight that positively impacts you in some way.
💡 Let's connect & share ideas.
Friday May 08, 2020
Friday May 08, 2020
(sponsored by American Apartment Owners Association)
Property owners are under siege right now.
Tenants are not paying rent and the threat of a liability lawsuit has mushroomed.
It's gotten frothy out there between landlords and tenants. In a crisis like this, it's ever so important to understand asset protection and how it can help to protect your personal and business assets from an unforeseen liability.
Keep in mind that proper asset protection planning is done BEFORE a liability arises.
Tuesday Mar 24, 2020
Tuesday Mar 24, 2020
Do you have a child over the age of 18? If so then you need to have a Medical Directive in place so that you can make decisions for your child if something happens to them.
Hospitals and doctors are legally required to ask about this document.
Monday Mar 16, 2020
Monday Mar 16, 2020
Do you have a child over the age of 18? If so then you need to have a Medical Directive in place so that you can make decisions for your child if something happens to them.
Hospitals and doctors are legally required to ask about this document.
Wednesday Mar 11, 2020
Wednesday Mar 11, 2020
When you hear the words estate plan do you get a sick feeling in your stomach?
Putting your plan in place doesn't need to be a gut wrenching scenario. It actually can be positive.
Our process is:
1. Complete questionnaire
2. Get on Zoom with attorney expert for deep dive into your scenario
3. Receive digital draft of your plan to review
4. Get input on any follow up questions with your attorney
5. We build final version, send to you and you did it!
6. Ongoing complimentary access to service team.
Friday Mar 06, 2020