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Aug 29, 2019

Summer Is Over, Now What

I can’t believe summer is over and school is in session. ☝️ My morning drive to work looks like that again…

You know what the biggest challenge in my life is right now? Getting the kids out of bed and ready for school in the morning. Herculean task!

I think the end of summer brings a surge of activity in all of us. I know that rings true at our firm as we are incredibly busy with so many excellent events coming up.

One of our most popular events is the series of Live Forums we deliver with our team of experts. These forums always fill up fast and give you the chance to get any and all of your hot button questions answered right on the spot.

Grab your seat now for our next Live Forum with our top expert and attorney, Brad Barth. I will be moderating a discussion with Brad and we are calling this one “What The Heck Is Estate Planning and Why Do You Need It?”

The reason we are so passionate about making sure you have proper planning in place is because 60% of Americans have NO estate plan and of those that do, 40% is outdated. The problem then is that when life “happens”, you, your family, and your business can get hit with horrible unexpected consequences.

On this next LIVE Forum, Brad is going to cover how your estate plan impacts:

  • A business
  • Children
  • Rental Income Property
  • Divorce
  • Entrepreneurship
  • and more…

We will have a Q&A session where you will walk away with total clarity on how it all works.

Now, before I let you go I want to pass along a white hot planning tool. We are getting a ton of questions about the Charitable Remainder Trust. This is a planning tool with tax benefits. In the video below, our attorney, Brad Barth, breaks down exactly how this strategy works and the tax benefits involved.

Thank you for being part of the BarthCalderon community and if you want to learn more about our complimentary planning assessment, click below.  The first step is a brief intake call before connecting with the appropriate expert at our firm.



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