Blog

Why Everyone Needs a Revocable Family Living Trust—Regardless of Wealth

When most people hear the term “family trust,” they often assume it’s something reserved for the ultra-wealthy. But the truth is, a revocable family living trust is a crucial legal tool for...

Avoid These Common Mortgage Mistakes

The Mortgage Process and Its PitfallsThe mortgage process can be a complex journey that requires careful navigation to avoid potential pitfalls. Given the significant financial commitment, it's...

Tax Benefits of Commercial Real Estate Investments

Commercial real estate investment offers lucrative financial growth opportunities, particularly when investors take full advantage of the available tax benefits. Understanding these tax benefits is...

Red Flags in Home Contracts: What Buyers Need to Know

Buying a home is an exciting journey, but it can also be stressful. It's crucial to approach this significant purchase with caution, as the home contract can either safeguard or jeopardize your...

Maximizing Returns: Tax Benefits of Commercial Real Estate

Understanding the Significance of Tax Benefits in Commercial Real EstateInvesting in commercial real estate presents a wealth of opportunities for financial growth. However, the complexities of...

Essentials of Estate Planning: A Structured Approach

Thorough estate planning is crucial in ensuring that your personal and financial matters are handled according to your wishes. This structured approach provides peace of mind, knowing that the...

Choosing the Right Executor

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...

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

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...

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

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...

Asset Protection When Life Throws you a Curveball

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...

Guard property with this type of trust…

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,...

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

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...

The Estate Planning Apocalypse

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....

SLATs- A Tax Reduction Tool

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...

How to Choose Your Executor

Understanding the Roles of an Executor in Estate Planning Choosing the Executor of your estate plan is hugely important....

Digital Assets

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

Business Owner Estate Planning

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...

Transferring LLC Interest

An important component of legacy planning is transferring ownership interest from your limited liability company to the next generation. Let’s take a look...

Hot LLC Facts

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...

Therapist Gone Rogue!

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....

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

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...

Insurance For Your Property: Top Tips & Strategies

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....

Top 10 Estate Planning Documents To Cover With Your Heirs

Asset Protection For Business Owners

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...

Irrevocable Trust VS Revocable Trust

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

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

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....

The Important Components Of Your Estate Plan

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...

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

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...

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

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...

White Hot Year-End Planning Tips

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...

Where Could You Get Hit By A Personal Liability?

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....

Transferring Property When One Spouse Dies

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....

Asset Protection for Business Leaders

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!...

The Stages Of Your Life & Your Estate Plan

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:...

A Tale Of Two Estate Plans

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...

Have Kids? Why You Need An Estate Plan…

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...

Your Estate Plan Post Divorce

For anyone going through a divorce there are important planning considerations to get updated. You will need to shut down any existing estate planning...