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Jul 27, 2018


I have a couple of important issues to cover with you.

Our recent LIVE estate, business and asset protection planning forum was such as massive success that we immediately put another one on the calendar.

I want to make sure you get connected to this next one because we were at capacity the last time.

Wednesday August 15th @ 10 a.m. PST

Our expert attorney Brad Barth will have a LIVE Q&A session with real life situations that he will be addressing. These forums are always great!

Here are some of the hot button issues that come up in our forum:
  • How to protect income property from lawsuits?
  • what is best way to pass a business & other assets to kids?
  • What to know about the new Trump tax plan in regards to your estate and asset protection planning?
  • What is an IRA LLC?
  • How to deal with elderly parent planning?
  • How to guard an online business from creditor attacks?
  • How to change a S Corp. to a LLC & keep S election for tax purposes?
  • How to integrate asset protection provisions into your estate plan?
  • What type of Buy/Sell agreement is right for your business?
  • Will your liability insurance guard against lawsuits?
  • How to protect your assets from the expense of a long term illness?
  • What’s involved in updating your planning during and after a divorce?
  • How to proceed with blended family planning?
  • How to proceed with domestic partner planning?
  • How to protect the cash value in your life insurance plan?
Consider these very interesting facts:
  • Women are founding companies at an historic rate.
  • Women owned businesses grow at 1.5x the rate of other small businesses.
  • There are more than 9 million women owned businesses in the U.S.
  • 40% of wives earn more than their husbands.
  • Women are living longer than men.
  • Women will make the final decisions about the family assets.
  • More women are entering marriage with their own wealth.
  • Women care about different priorities than men.
Women entrepreneurs have unique planning needs. Unfortunately, the professionals who are in a position to help them are not necessarily speaking to them regarding these special circumstances.
We sit across the table with the women who are killing it in business and we hear their stories. Based on these conversations we have narrowed in on the top 3 planning areas these successful women care about most.
You can see what we learned by clicking below:
As always, thank you for your interest in our education and blogs and don’t ever hesitate to reach out to us with any questions.
Paul Hitchcock
Director of Business Development
BarthCalderon, LLP

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