Complimentary Asset Protection & Estate Plan Review
Many of us experience life changing events which can trigger the need to update our personal and/or business planning objectives. Going through a divorce or receiving a substantial settlement from a lawsuit are two important events which should lead to a fresh look at your planning needs.
Asset protection and estate planning is the process of organizing all of your personal and business affairs and assets in order to protect yourself. The goal of putting a plan in place is to get Organized, Updated and Protected.
At BarthCalderon we offer a complimentary asset protection and estate plan review. Our founder Harry Barth is a TOP SPEAKER on asset protection and estate planning to the largest CEO member organization in the country. We help many individuals and families with planning objectives which range from a simple will and trust to more complex planning needs. Our complimentary review is conducted by experts at our firm who will study your personal situation and provide you with a personalized asset protection and estate planning blueprint. Your personalized blueprint will help you to get Organized, Updated and Protected with all of your planning needs.The areas covered by our review include but are not limited to the following:
- Updating wills & trusts
- Protect liquid funds: stocks, bonds, cash
- Life insurance protection
- Tax preparation and advice
- Asset protection from potential creditors
To take advantage of the BarthCalderon, LLP complimentary asset protection and estate planning review, use the link below to schedule a call with me, Paul Hitchcock. I will be happy to tell you all about the review. You can also call or email me directly, 415-577-4685
Director Business Development - BarthCalderon, LLP
415-577-4685 [email protected]