White Hot Year-End Planning Tips.mp4
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.
Watch full video here: https://buff.ly/46FQxDz
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://buff.ly/2LDeuqC
White Hot Year-End Planning Tips Snippet.mp4
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://buff.ly/2LDeuqC
Where Could You Get Hit By A Personal Liability-.mp4
Barth WPTV with Barth Team Kraig where risk comes from Snippet.mp4
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.
Watch full interview here: https://buff.ly/47d48mA
Get your FREE asset protection assessment. Click the link below to sign up…
https://buff.ly/3SzK2P7
Transferring Property When One Spouse Dies.mp4
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.
Transferring Property When One Spouse Dies Snippet.mp4
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.
Watch full interview here: https://buff.ly/3sp08Ao
Asset Protection for Business Leaders.mp4
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!
Watch full video here: https://buff.ly/3u1XJvL
Asset Protection for Business Leaders Snippet_0.mp4
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!
Watch full Interview here: https://buff.ly/3u1XJvL
The Stages Of Your Life - Your Estate Plan.mp4
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:
Young Adults (18-30):
Create a basic will: Even young adults should have a simple will in place, especially if they have assets or dependents.
Designate beneficiaries: Ensure that your bank accounts, retirement accounts, and life insurance policies have designated beneficiaries.
Health care directives: Create a healthcare power of attorney and living will to outline your medical wishes if you become incapacitated.
Appoint a financial guardian: Consider appointing a trusted individual to manage your finances if you are unable to do so.
Early Career (30-45):
Update your will and beneficiaries: As your life circumstances change, update your will and beneficiary designations to reflect your current wishes.
Consider life insurance: Evaluate your life insurance needs to provide for your family in case of your untimely death.
Create a durable power of attorney: Designate someone to manage your financial affairs in case of incapacity.
Begin retirement planning: Start saving for retirement and consider establishing trusts or accounts for long-term wealth preservation.
Mid-Career (45-65):
Review and update your estate plan: Regularly review and update your will, trusts, and beneficiary designations.
Establish trusts: Consider revocable and irrevocable trusts for asset protection, estate tax planning, and avoiding probate.
Plan for long-term care: Investigate long-term care insurance or other strategies to cover potential healthcare costs in your later years.
Discuss your estate plan with heirs: Communicate your wishes and plans with your heirs to avoid potential disputes.
Pre-Retirement (65+):
Continually update your estate plan: Ensure that your estate plan reflects your current wishes and financial situation.
Minimize estate taxes: Explore strategies such as gifting
The Stages Of Your Life & Your Estate Plan Snippet NEW_0.mp4
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:
Young Adults (18-30):
Create a basic will: Even young adults should have a simple will in place, especially if they have assets or dependents.
Designate beneficiaries: Ensure that your bank accounts, retirement accounts, and life insurance policies have designated beneficiaries.
Health care directives: Create a healthcare power of attorney and living will to outline your medical wishes if you become incapacitated.
Appoint a financial guardian: Consider appointing a trusted individual to manage your finances if you are unable to do so.
Early Career (30-45):
Update your will and beneficiaries: As your life circumstances change, update your will and beneficiary designations to reflect your current wishes.
Consider life insurance: Evaluate your life insurance needs to provide for your family in case of your untimely death.
Create a durable power of attorney: Designate someone to manage your financial affairs in case of incapacity.
Begin retirement planning: Start saving for retirement and consider establishing trusts or accounts for long-term wealth preservation.
Mid-Career (45-65):
Review and update your estate plan: Regularly review and update your will, trusts, and beneficiary designations.
Establish trusts: Consider revocable and irrevocable trusts for asset protection, estate tax planning, and avoiding probate.
Plan for long-term care: Investigate long-term care insurance or other strategies to cover potential healthcare costs in your later years.
Discuss your estate plan with heirs: Communicate your wishes and plans with your heirs to avoid potential disputes.
Pre-Retirement (65+):
Continually update your estate plan: Ensure that your estate plan reflects your current wishes and financial situation.
Minimize estate taxes: Explore strategies such as gifting, charitable givi
Personal Asset Management (2).mp4
I recently sat in with Pamela Hayes of “Real Estate Made Simple” presented by https://buff.ly/382eY0j to discuss Personal Asset Management.
Enjoy this clip, and check out the full discussion here:
https://buff.ly/3EQePil
snippet 3.mp4
I recently sat in with Pamela Hayes of “Real Estate Made Simple” presented by https://buff.ly/382eY0j to discuss Personal Asset Management.
Enjoy this clip, and check out the full discussion here:
https://buff.ly/3EQePil
Personal Asset Management (1).mp4
I recently sat in with Pamela Hayes of “Real Estate Made Simple” presented by https://buff.ly/382eY0j to discuss Personal Asset Management.
Enjoy this clip, and check out the full discussion here:
https://buff.ly/3EQePil
snippet 2.mp4
I recently sat in with Pamela Hayes of “Real Estate Made Simple” presented by https://buff.ly/382eY0j to discuss Personal Asset Management.
Enjoy this clip, and check out the full discussion here:
https://buff.ly/3EQePil
Top Estate Planning Tips Second Snippet.mp4
Top attorney Hanna Yang breaks down her #1 estate planning tips on this episode of Wealth Protector TV.
Hanna integrates her military experience into the discipline of building your estate plan. You won’t want to miss this.
Sign up for a free estate planning assessment with Hanna. Click the link below:
https://buff.ly/48wC9zA
Personal Asset Management.mp4
I recently sat in with Pamela Hayes of “Real Estate Made Simple” presented by https://buff.ly/382eY0j to discuss Personal Asset Management.
Enjoy this clip, and check out the full discussion here:
https://buff.ly/3EQePil
Top Estate Planning Tips First Snippet.mp4
Top attorney Hanna Yang breaks down her #1 estate planning tips on this episode of Wealth Protector TV.
Hanna integrates her military experience into the discipline of building your estate plan. You won’t want to miss this.
Sign up for a free estate planning assessment with Hanna. Click the link below:
https://buff.ly/48wC9zA
snippet 1.mp4
I recently sat in with Pamela Hayes of “Real Estate Made Simple” presented by https://buff.ly/382eY0j to discuss Personal Asset Management.
Enjoy this clip, and check out the full discussion here:
https://buff.ly/3EQePil
Protecting Your Income Property {feat Gino Barbaro}_0.mp4
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.
Watch full Video here: https://buff.ly/3OSaalX
Barth WPTV with Outside Guest Brian Chou and Amanda Han Second Snippet.mp4
Tax expert Amanda Han and asset protection attorney Brian Chou team up for an eye-opening breakdown for investment property owners.
You will get top tools and strategies from Brian and Amanda this is a must-see episode.
Want to get one-on-one with us for a complimentary asset protection assessment? Text GUARDASSETS to 650-459-2712 to book it today.
Watch full video here:https://buff.ly/44NVl9L
Barth WPTV with Outside Guest Brian Chou and Amanda Han First Snippet.mp4
Tax expert Amanda Han and asset protection attorney Brian Chou team up for an eye-opening breakdown for investment property owners.
You will get top tools and strategies from Brian and Amanda this is a must-see episode.
Want to get one-on-one with us for a complimentary asset protection assessment? Text GUARDASSETS to 650-459-2712 to book it today.
Watch full video here:https://buff.ly/44NVl9L
Your Advanced Medical Directives & Financial POA
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