Blog - Barth Calderon Attorneys | Asset Protection Attorneys - Page 4

Choosing the Right Executor

Thu, 31 Oct 2024 19:43:00 GMT

Noelle Bryce is one of our top attorneys here at the firm and she put together a short video on choosing the right executor for your estate planning. Noelle covers some nuance to this topic that you really need to think about.

Choosing your executor is an important decision for everyone and especially if you own rental property or any other business. Noelle touches on this too.

Click the video below to get instant access to Noelle’s breakdown.

If you have not taken advantage of our complimentary assessment, then don’t forget to CLICK HERE to sign up for that.

The post Choosing the Right Executor first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

Have your planning in place, avoid hair on fire situations…

Wed, 23 Oct 2024 17:57:00 GMT

I speak to owner groups across the country. These are owners of rental properties and all kinds of other businesses.

I get to hear what is important to these owners and understand the help they need. I see a lot of planning that is outdated or just not in place at all. This is true for both estate and asset protection planning.

Lives change, laws change and the planning is no longer addressing all the important areas. And this is the case for individuals and families who don’t own a business. All of us need to be organized and updated, no matter how simple you think your situation is.

In my webinars, I often talk about guarding assets from unforeseen liabilities. I also address how estate planning integrates with asset protection. My blog drills down on a few important components of asset protection for owners. Even if you don’t own a business, the concept of asset protection is appropriate for you too. Poor estate planning, for example, can destroy wealth in a big way.

How a Limited Liability Company (LLC) Protects a Business and Rental Property

An LLC is a business structure. It separates personal and business liabilities. This means your personal assets are safe if the business is sued. Creditors can only go after business assets. For rental property owners, an LLC protects each property from risks tied to others. If a tenant sues, only the LLC’s assets are at risk. Your personal finances stay protected. Setting up an LLC is a key step in shielding your personal wealth.

Why an Operating Agreement is Important for an LLC

An operating agreement sets the rules for your LLC. It outlines how the business is run. Even if not required by your state, it’s important. It shows that your LLC is separate from your personal affairs. This helps protect your personal assets in a lawsuit. Without it, courts might ignore the LLC and come after your personal assets. It also helps prevent conflicts between members. An operating agreement is a simple but powerful tool. It strengthens your LLC’s legal protection.

Single-Member LLC vs. Multi-Member LLC

A single-member LLC has one owner. It’s easy to manage but may offer less protection. Some courts don’t respect the separation between the owner and the LLC. This can put personal assets at risk. A multi-member LLC has more than one owner. It usually provides stronger protection. Courts find it harder to “pierce the corporate veil” in multi-member LLCs. This means your personal assets are safer. Having multiple members can add complexity. But it also strengthens the LLC’s shield against lawsuits.

Why the Jurisdiction for Your LLC is Important

Not all states treat LLCs the same. Some states offer better protection for your assets. States like Delaware, Nevada, and Wyoming are popular choices. They have strong laws to protect business owners. In some states, it’s easier for creditors to take your personal assets. Choosing the right state for your LLC matters. It can make a big difference if you face a lawsuit. Always consider the legal environment before you form your LLC.

How a Living Trust Can Hold an LLC

A living trust is a legal tool for estate planning. It can own your LLC while you keep control. By putting your LLC in a trust, your assets avoid probate when you die. This makes transferring ownership faster and easier. It also keeps your business private. The trust protects the LLC from certain legal challenges. You still manage the business, but the trust holds ownership. This helps protect your wealth and ensures a smooth transition to your heirs.

-Harry Barth, Esq.

The post Have your planning in place, avoid hair on fire situations… first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

Don’t Get Blindsided! Guard Assets From Unforeseen Liabilities…

Tue, 24 Sep 2024 20:00:00 GMT

In a recent webinar, top asset protection attorney Harry Barth and insurance expert Jerry Conrey teamed up to bring you an eye-opening discussion.

In this episode of Wealth Protector TV, you are going to get access to two highly sought after experts who will reveal their top tools, tips and strategies for protecting your assets.

Jerry will reveal the mistakes owners make that lead to horrible personal financial outcomes and how to avoid them.

Watch Conversation Here!

Get your free asset protection assessment: Text GUARDASSETS to (650) 459-2712 to sign up

The post Don’t Get Blindsided! Guard Assets From Unforeseen Liabilities… first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

Asset Protection When Life Throws you a Curveball

Mon, 19 Aug 2024 18:04:00 GMT

Life is full of unexpected events and some of those events come with big financial implications.

We get about 5 “hair on fire” calls a week from individuals who are dealing with unforeseen liability. Such as…

With over 40 million lawsuits filed in the U.S. each year, it’s important to take the appropriate steps to guard your assets. Especially when the “seas are calm.”

Here’s a guide to help you.

Insurance is your first line of defense against unforeseen liabilities. Make sure your insurance is adequate in the following areas:

Consider legal tools to shield your assets from potential claims:

Separate your personal and business assets. Corporations and Limited Liability Companies can help to guard your personal assets from a business liability.

Your estate plan should be up-to-date and in tune with proper asset protection strategies.

Be careful of Joint accounts and co-signing loans which can expose your assets to the liabilities of others.

Asset protection laws can vary state by state so it’s important that you work with an attorney who understands the landscape.

If life throws you a curveball you will need your asset protection tools to work properly.

The post Asset Protection When Life Throws you a Curveball first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

Guard property with this type of trust…

Mon, 19 Aug 2024 17:54:00 GMT

Big time alert on passing rental property to the next generation!

An irrevocable asset protection trust is a type of trust that cannot be altered, modified, or revoked once it is established, except under very specific circumstances.

The primary purpose of this trust is to protect assets from creditors and lawsuits. Once you transfer ownership of the rental property to this trust, it is no longer considered your personal property, which can safeguard it from potential financial risks.

There are multiple benefits of utilizing this type of trust.

Since the assets in the trust are no longer legally owned by you, they are protected from the claims of any liabilities that come your way.

You still have some control over the assets. You can specify how and when the assets are distributed to your children.

The assets in the trust are also protected from the potential future creditors of your children. Unforeseen liabilities to your children could come from an ex-spouse, tax liability, business liability, car accident and on and on.

Your irrevocable trust can offer significant tax benefits, including potentially reducing estate taxes. If you’ve been following us, then you have heard our attorneys talking about the increase in estate taxes that is set to happen shortly.

Probate can be a messy and expensive court process when it comes to the transfer of your assets. Assets in an irrevocable trust do not go through the probate process, which can lead to a more efficient transfer to your beneficiaries.

There are a few important steps involved in setting up your trust. It’s extremely important to consult with an attorney who understands irrevocable trusts.

You’ve got to choose a trustee who will manage the trust according to the terms of the trust.

Your attorney will draft the documents and then the assets are legally transferred to the trust.

Your trust can hold other assets beyond rental property. Maybe it’s a substantial stocks, bonds and cash account you are transferring, for example.

Rather than giving assets to your kids outright, think about HOW best to transfer assets. It may make sense to also transfer assets now, not just at death. Our analysis for clients around this issue also gets into the proper legal entity for assets such as limited liability companies.

The post Guard property with this type of trust… first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

What Happens When a Real Estate Co-Owner Passes Away?

Fri, 05 Jul 2024 21:28:00 GMT

Own rental income property? Then you won’t want to miss the short strategy session below with one of our top attorneys Noelle Bryce.

Many of our clients own property with someone else and are unaware of what happens when one of the property owners passes away.

Noelle reveals exactly what you need to do and covers critically important issues such as the forms you fill out and how the IRS gets involved.

The post What Happens When a Real Estate Co-Owner Passes Away? first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

The Estate Planning Apocalypse

Fri, 28 Jun 2024 18:09:00 GMT

Entrepreneur & business owner Courtney Moeller joins with top attorney Harry Barth to reveal the dramatic upending of estate tax laws that are on the horizon.

Harry dives into the trenches to give you his #1 tools and strategies to take advantage of existing laws before they change.

Watch our important discussion on YouTube

Get on a Zoom with a top attorney from our team for a complimentary estate and/or asset protection planning assessment…

Text GUARDASSETS to 650-459-2712 to book your Zoom.

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SLATs- A Tax Reduction Tool

Fri, 28 Jun 2024 18:00:00 GMT

Are you protected from the upcoming changes to estate tax laws? Many families are not. Which is why our founder Harry Barth put together a simple and direct write-up of an estate tax reduction tool to get you thinking about your own planning. Take a look below…

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Current estate tax exemptions are set to expire and it’s not good news. Taxes are going up. A Spousal Lifetime Access Trust (SLAT) is a strategic option to help minimize taxes.

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A SLAT is an irrevocable trust established by one spouse (the grantor) for the benefit of the other spouse (the beneficiary). The key feature of a SLAT is that it allows the grantor to make gifts to the trust, thereby removing assets from their taxable estate. This can help reduce estate taxes, ensuring that more of the estate’s value is preserved for heirs.

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Here’s a quick breakdown on how the SLAT operates:

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The grantor creates the SLAT and transfers assets into the trust. These assets can include cash, investments, or other valuable property. Once the SLAT is set up and funded, it cannot be changed which is an important aspect of getting the tax minimization.

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The spouse who is the beneficiary can access the trust’s income (and the principal in certain conditions) which provides the beneficiary support while the trust’s assets grow outside of the taxable estate.

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The assets funded into the trust are excluded from the grantor’s estate including any appreciation. Which means the SLAT can be an effective strategy for many different types of businesses and property.

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When the beneficiary passes away, any remaining assets in the SLAT typically pass to other beneficiaries which can be kids, grandkids or others. The assets passed are free from estate taxes.

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There are tax benefits to using a SLAT and the strategy also allows the beneficiary spouse to access the trust’s assets which other types of irrevocable trust’s do not allow.

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As an asset protection firm, the SLAT is a tool we use to help clients guard assets from unforeseen liability. With over 30 million lawsuits filed in the U.S. each year, tools like the SLAT are critically important for anyone who owns rental income property, a business, stocks/bonds/cash and other valuable assets.

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Careful consideration is always recommended for any tool used in estate and asset protection planning and the SLAT is no different. The SLAT can be an effective strategy for married couples looking to reduce estate taxes and is part of a comprehensive estate plan design.

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How to Choose Your Executor

Mon, 03 Jun 2024 17:15:00 GMT

Understanding the Roles of an Executor in Estate Planning

Choosing the Executor of your estate plan is hugely important. This person or institution will need to be involved in both legal and financial matters. Let’s dive into this.

Probate is a legal procedure that can be lengthy and costly and your executor needs to be on top of this. Your executor must file the necessary documents with the probate court to get started. These documents can include a death certificate, executor petition and the will. If the process is followed properly, the probate court will grant your executor the authority to act on your behalf.

The asset management requirement is especially critical. Your executor may need to maintain investment properties, manage insurance contracts and pay bills such as mortgages, utilities and other expenses.

For a probate, your executor will need to identify and manage all the assets of the decedent. Assets could be properties, bank accounts, investment accounts, digital assets and jewelry. The government will appraise the value of the estate and will want accurate records of everything.

Debts must also be settled by your executor and this can get involved. Creditors must be notified, all debts confirmed and making sure debts get paid from the funds within the estate. There is also a final tax return that is due and your executor may want to enlist the support of a tax professional.

Or course the distribution of assets to the heirs must be done and this is the role of your executor. This can get complicated depending on what type of assets are part of the estate and the language about distribution within any trust documents. Real property can present challenges, for example. Some heirs may want to hold onto property while others may want to sell. Your executor must handle all distribution issues with care. I have seen many families fall apart due to poor planning, no planning or mismanagement by the executor.

The estate has to be “closed off”. A final accounting is involved here with details on all financial dealings. Receipts must be kept and all beneficiaries must acknowledge they have received their inheritance.

Knowing all of this, it becomes obvious that your executor must be organized, trustworthy and will follow your wishes as spelled out in your will and trust documents. It’s a good idea to discuss the role with them and that they understand 100% what they are being asked to do.

Interested in a complimentary consultation with our attorneys? Book Here

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Digital Assets

Wed, 29 May 2024 21:24:00 GMT

From social media accounts to cryptocurrencies, special attention should be given to digital assets when it comes to your estate and asset protection planning.

Digital assets can include; e-books, music, videos, e-commerce stores, domain names, bitcoin, ethereum, social media profiles, websites and photos.

Digital assets have different characteristics in the context of planning versus more traditional assets like property or a business. Digital assets can be lost forever if proper access information is not stored and there may be no way to recover the assets.

There are considerations that should be made for potential estate taxes on digital assets and privacy is always a concern. You would not want digital access information in the wrong hands.

A good process is to create an inventory of all your assets, URLs, security keys and update them on a regular basis. When you set up a living trust, you can appoint the appropriate person to handle your digital assets.

As an example, maybe one of your kids is more tech -savvy than the others and so you want that child to be in charge of the distribution of your digital assets.

There are legal tools that can be used to protect your digital assets. Certain types of irrevocable trusts can provide a higher level of protection compared to your revocable living trust, for example.

You may want to pass your digital and other assets to your children in an irrevocable trust which can guard the assets from the potential future creditors of your kids.

Specific types of Limited Liability Companies can also be used to hold digital assets. You will need to properly integrate your LLC’s with your living trust and make the appropriate decisions about the LLC such as; who are the managers, what should go into the operating agreement, what jurisdiction should be chosen to establish the LLC, should it be a single member or multi-member LLC.

And don’t forget about the new Corporate Transparency Act law that requires the reporting of beneficial owners of your legal entity to the Financial Crimes & Enforcement Division of the U.S. Treasury.

Similar to other assets, it can be an effective asset protection strategy NOT to store all your digital assets in one place. There are good reasons, for example, not to own multiple rental properties in a single LLC. Consider storing your valuable digital assets in different online platforms.

Take some time to think about your digital assets. Does your estate and asset protection planning account for them? Have you considered tax implications related to your digital assets or how to integrate them with your family trust?

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Business Owner Estate Planning

Wed, 15 May 2024 17:42:00 GMT

We deliver about 40 workshops a year to many incredible groups such as:

Our attorneys are highly engaged with business owners right now, helping them to navigate important planning issues.

Our Founder and Senior Managing Partner, Harry Barth, put together a concise breakdown below on the estate planning issues business owners need to consider.

I see many business owners who dedicate countless hours and sweat equity building the business, but neglect to create a robust estate plan that takes into consideration all of the business needs.

Estate planning can be a bit more complex for those who own a business. Business owners must make considerations for both personal and business assets and for family members and employees. Let’s take a look at a few of the important areas for business owners to consider.

Succession planning is a big one. Owners need to make sure the business can continue without them and identify who will lead the company. The “how” of passing the business to the next individual or team is very important.

Maybe the next leader is a family member. Or perhaps it will be the management team currently in place. Those two paths could entail very different tools and strategies. In either scenario, training and guidance play a crucial role in a smooth and effective transfer.

Buy-Sell agreements are also critically important. They document your exact wishes on how your business gets transferred and can cover such areas as; incapacity, death, partner break-up and other issues. Life insurance can come into play to fund the agreement.

Like others, business owners need to ensure they have proper will and trust documents in place. Owners can transfer business interests into a trust to avoid probate. Probate can be an expensive and lengthy process that is also of public record.

Owners will also want to consider an irrevocable life insurance trust or ILIT. This planning tool is utilized to remove life insurance proceeds from your taxable estate. The life insurance proceeds can be used to pay taxes or injected into the business.

The power of attorney document is critically important for owners because the owner can appoint an appropriate person to manage the business if necessary. Your healthcare directives are equally important. They appoint someone to make medical decisions for you.

Conducting ongoing appraisals to determine the value of the business is crucial. This comes into play for tax purposes and with the buy-sell agreement. In the case of the latter, to ensure the agreement is properly funded.

If you’d like to get on a Zoom or phone call with an attorney from my team for an initial complimentary planning assessment, click this link . And you don’t need to be a business owner, we’re happy to help anyone who needs to get organized and updated.

The post Business Owner Estate Planning first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

Transferring LLC Interest

Tue, 07 May 2024 23:00:00 GMT

An important component of legacy planning is transferring ownership interest from your limited liability company to the next generation.

Let’s take a look at this.

We all desire to preserve the family legacy and transferring ownership interests in an LLC to children is a strategic way to get this done. Get the children involved early in the planning process and give them the knowledge and values that will help down the road.

Whether you own rental income property or another business, an orderly transition to the next generation is important for the long-term success of the business. Far too often we see property and other businesses lost due to poor planning. Families get hit with huge death taxes and other issues that destroy the family assets and legacy.

There can be tax benefits when you transfer LLC ownership interests to children. You might be able to use gift tax exemptions, valuation discounts and other strategies.

Holding LLC interests in trust or other protective structures can help to shield family assets from unforeseen liabilities. As parents, you can establish an irrevocable asset protection trust for your children that will hold the family assets, rather than having the kids receive the assets directly. This can guard the family assets from the potential future creditors of your kids.

Many families are broken apart when an organized asset transfer process does not exist. Kids end up confused and fighting over assets. Instead, transparent and fair transfer of LLC ownership interests can promote family harmony.

Parents can foster long term growth of family assets with an efficient transfer process of ownership interests. Children are involved, they take responsibility for understanding and guiding the family business and may bring new ideas to the table to help the business.

Harry

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Hot LLC Facts

Tue, 07 May 2024 22:48:00 GMT

Our attorneys at the firm have crafted many Limited Liability Companies over the years for clients who want to protect businesses, rental properties and other assets such as stocks, bonds & cash (yes, LLC’s are used to guard investments and bank accounts against liability. Creditors love to grab your investment and bank accounts they consider it low hanging fruit).

Here are a few extremely important aspects of using an LLC…

Limited liability companies are utilized to guard against both “inside” and “outside” liabilities.

Let’s say you own a rental income property. An inside liability is a liability that originates at the property. This could be a mold issue at the property, a dog on the property bites someone, a balcony collapses and injures someone and on and on.

An outside liability occurs away from the property. This could be a car accident, a liability related to a tax problem or a liability associated with a business. An outside liability can lead to an attack on your assets, including your rental income property.

A properly crafted and maintained limited liability company can guard against both inside and outside liabilities. An important component of your limited liability company is the operating agreement.

An LLC operating agreement is a legal document that outlines the internal workings, structure, and regulations governing the LLC. While not always a legal requirement in every state, having an operating agreement is highly advisable, as it provides clarity and protection for all parties involved.

Let’s take a look at what exactly goes into an operating agreement.

The operating agreement identifies the members of the LLC and their respective ownership percentages. The agreement details whether the LLC will be managed by its members or by appointed managers.

The agreement sets forth the rules for decision-making, voting rights and the duties of the members and managers. Details about how profits and losses will be allocated are also part of the agreement.

The LLC agreement defines how disputes are to be handled and includes buyout provisions and the process for transferring ownership.

An LLC also reinforces the separation between the LLC and members and details the provisions to protect members and managers from personal liability.

The LLC can be tailored for governance, management and ownership structure. You can also amend the LLC as needed to suit the changing strategy of the business.

Without an operating agreement, you may be subject to the default state laws which might not be the best scenario for you in the case of a liability. Your operating agreement also adds clarity to how the business should operate and serves as a binding contract.

At BarthCalderon, LLP, we build customized asset protection provisions into the LLC operating agreements. This adds another layer of protection for our clients.

If you are utilizing a limited liability company for your business, rental property or stocks, bonds & cash then make sure you have a properly designed operating agreement.

If you would like to get one-on-one with an attorney on our team for a complimentary assessment then click below to sign up. We conduct these sessions by Zoom or phone call.

You can get input on any issue related to estate planning, asset protection or business planning. We do it all.

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Therapist Gone Rogue!

Tue, 07 May 2024 22:38:00 GMT

I describe a real case that came into our office dealing with a liability at a rental property. The owner was exposed to unlimited liability due to a lack of proper asset protection planning.

It was the case of the psychical therapist gone rogue.

When you own rental property, you must guard against both inside and outside liability. Inside liability is something that is connected to the property and if not contained, can attack all of your other assets.

An outside liability is an event that happens away from the property such as a car accident, tax issue or a business related liability – that can lead to an attack on your property.

When the seas are calm is the time to put asset protection strategies in place.

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Alert! New Federal Law Impacting Your Legal Entity – Corporate Transparency Act

Thu, 15 Feb 2024 21:38:00 GMT

The Corporate Transparency Act is requiring all reporting companies (LLC, Corporation, Partnerships and more) to file a FinCEN report with the Financial Criminal Enforcement Network (FinCEN) of the U.S. Treasury, disclosing all information about the beneficial owner(s) of the legal entity and those that created them. Failure to report in a timely manner can lead to a fine of $500/day.
Beginning January 1st, 2024, the Corporate Transparency Act will begin enforcing reporting companies to file.
Join us as Vistage Chair Brant Houston sits down with top asset protection attorney Harry Barth for an inside look at this new law and how it impacts you. Harry will reveal the types of legal entities affected and how your living revocable trust can also be impacted by this new law. You will also learn how the different types of legal entities guard against unforeseen liabilities.
Harry Barth is the Founder and Senior Managing Partner of the nationally recognized asset protection planning law firm BarthCalderon, LLP. Harry is also a top Vistage speaker and has been a member of Vistage for over 20 years.

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Insurance For Your Property: Top Tips & Strategies

Thu, 08 Feb 2024 20:28:00 GMT

Join us on this episode of Wealth Protector TV as top insurance risk manager Jerry Conrey breaks down his top tips, tools and strategies when it comes to insuring your property.

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Asset Protection For Business Owners

Wed, 31 Jan 2024 00:26:00 GMT

Join us as we unravel the mysteries of safeguarding your business assets, navigating legal landscapes, and optimizing your financial fortress. Whether you’re a seasoned business owner or just starting out, our expert guests and insightful discussions will equip you with the knowledge and tools to fortify your business against potential risks. Get ready to elevate your asset protection game and secure a prosperous future for your enterprise. Let’s dive in!

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Irrevocable Trust VS Revocable Trust

Wed, 17 Jan 2024 21:30:00 GMT

BarthCalderon, LLP paralegal Kraig Strom breaks down the difference between an irrevocable asset protection trust and your typical revocable living trust.

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New Law Impacting Your LLC, Corp. & Other Legal Entities…

Wed, 10 Jan 2024 22:06:00 GMT

The new federal law called the Corporate Transparency Act requires you to file a FinCEN report with the government and they are not messing around with this.

On this episode of Wealth Protector TV, top attorney Harry Barth breaks down exactly what you need to know.

If you own a business or rental income property or advise those who do, then you will not want to miss this alert.

The post New Law Impacting Your LLC, Corp. & Other Legal Entities… first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

The Important Components Of Your Estate Plan

Sat, 06 Jan 2024 00:02:00 GMT

Don’t neglect your estate plan. All of us have some sort of an estate to organize, you don’t have to be a multi millionaire.

In this episode of Wealth Protector TV we break down the components of your estate plan and highlight key considerations you should be including in your plan.

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Assets You Get To Keep & Assets You Lose In A Lawsuit!

Fri, 29 Dec 2023 23:25:00 GMT

There are over 40 million lawsuits filed in the U.S. each year. If you get hit, do you know what assets you own get taken and what you keep?

Join us on this episode of Wealth Protector TV as we reveal each type of asset you own and how it is impacted by a lawsuit.

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Guard Your Investment Property For The Next Generation {feat: Brent Honea}

Thu, 21 Dec 2023 17:26:00 GMT

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.

Here are some tips for asset protection for rental property owners:

Owning rental property can be a great investment, but it’s important to take steps to protect your assets as a rental property owner. This might include getting adequate insurance coverage, forming an LLC, keeping proper records, screening tenants carefully, taking steps to prevent accidents, and staying up-to-date on laws and regulations. By being proactive about asset protection, you can minimize your risks and maximize your returns as a rental property owner.

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White Hot Year-End Planning Tips

Fri, 15 Dec 2023 23:44:00 GMT

Estate planning is for everyone. We all have an estate that needs to be organized.

In this episode of Wealth Protector TV, I sit down with BarthCalderon, LLP paralegal Kraig Strom to break down some high alert end of year estate planning tips.

Get your complimentary estate and/or asset protection planning assessment with a top attorney.

Text GUARDASSETS to 650-459-2712 to book your Zoom call.

Want to get the recorded replay? We post all replay videos to our Youtube channel so be sure to click below to subscribe.

CLICK HERE FOR YOUTUBE- https://www.youtube.com/channel/UCN3JDmppRoTBb9ZD7OejMRA

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Where Could You Get Hit By A Personal Liability?

Tue, 14 Nov 2023 18:07:00 GMT

There are over 40 million lawsuits filed in the U.S. each year and growing. In this episode of Wealth Protector TV, we highlight the one area most people don’t recognize as a big exposure area.

Get your FREE asset protection assessment. Click the link below to sign up…

https://vid.us/kupjj2

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Transferring Property When One Spouse Dies

Tue, 14 Nov 2023 18:02:00 GMT

Hanna Yang, Esq. joins Wealth Protector T.V. to equip us for a very real reality- How are we handling Assets and Property when our spouse passes. and how can we be preparing now.

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Asset Protection for Business Leaders

Tue, 14 Nov 2023 17:58:00 GMT

Lead attorney Brad Barth sits in with Vistage Chair Aviva Wolmer to discuss Asset Protection for Business Leaders, both personally and professionally. Unforeseen Liabilities must be considered!

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The Stages Of Your Life & Your Estate Plan

Tue, 14 Nov 2023 17:44:00 GMT

Estate planning is essential at every stage of life to ensure your assets are managed and distributed according to your wishes. Here are some estate planning ideas for different stages of life:

Remember that estate planning is not a one-time event. It should evolve with your life circumstances, financial situation, and goals.

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A Tale Of Two Estate Plans

Thu, 19 Oct 2023 22:06:00 GMT

There is good and bad estate planning. You don’t want to simply bang out your plan, you risk unintended consequences and missed opportunities.

In this episode of Wealth Protector TV, we dive into the details of what makes up a good and bad estate plan.

The post A Tale Of Two Estate Plans first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

Have Kids? Why You Need An Estate Plan…

Tue, 10 Oct 2023 23:37:00 GMT

Discover how your kids are impacted if you do not have your estate plan in place.

On this episode of Wealth Protector TV, top attorney Brent Honea will reveal the most important aspects of building your estate plan to protect your family.

Want to get one-on-one with Brent for a complimentary planning assessment? Use the link below to book it today!

https://vid.us/cwr5na

The post Have Kids? Why You Need An Estate Plan… first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .

Your Estate Plan Post Divorce

Wed, 24 May 2023 19:39:00 GMT

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.

Free Planning Assessment: Click below to book it!

https://vid.us/uhthy8

The post Your Estate Plan Post Divorce first appeared on Barth Calderon Attorneys | Asset Protection Attorneys .