Asset Protection For Your Business

January 15th, 2021

Join my colleague David Calderon as he pulls the curtain on best practices for protecting your business from unforeseen liability.

There are 40 million lawsuits filed in the U.S. each year and getting worse. Don't get caught in the liability storm with your guard down.

This is part of our ongoing Wealth Protector TV series where we bring you actionable tools and strategies to help you in some way.

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New President, New Rules

November 4th, 2020

Estate planning is an ever changing scenario. An election year typically brings big changes to planning and this year is no different. 

If you have outdated planning or don't have an estate plan at all, be sure to get the monkey off your back and get updated.

Why? Because estate planning is about taking charge of your life right now. If you don't step in, then the courts will happily start making decisions for you.

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Is Your Living Trust Updated?

September 10th, 2020

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The Urgency of Estate Planning

September 10th, 2020

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Reasons To Use LLC For Property

September 3rd, 2020

Own property? It's a great investment but owning property also comes with built in liability.

There is inside liability which comes from anything associated with the property.

There is outside liability that can attack your property as an asset for creditors to take.

Understand how a properly built and maintained Limited Liability Company can guard you from all the above.

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Why Business Owners Are Using Private Retirement Plans

August 21st, 2020

I sat down with two noted experts in Private Retirement Plans. Harry Barth is the Founder & Senior Managing Partner for the asset protection law firm BarthCalderon, LLP. Ray Olmo is CEO at Trust CFO.

Join us for this eye-opening discussion on how owners use Private Retirement Plans to guard assets and enjoy big tax reduction benefits.

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Asset Protection For Retirement Account

August 11th, 2020

There is a difference between retirement accounts such as IRAs and 401Ks when it comes to liability protection. Make sure you understand the difference, it's a big deal.

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8 touches to convert

July 30th, 2020

Do you have 8 high touch points when prospecting?


Vast majority of leads are long term so you need to have a system in place for numerous touches. Email nurture plays a role as do other tools like your CRM.


There are strategies to automate your touches and they "type" of touch also matters a ton.


Either way, you need to have a process in place for multiple high level touches to convert a prospect to each new step in your sales funnel.

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Standards Of Mental Capacity In Estate Planning

July 27th, 2020

Are you helping your elderly parents with their estate planning? Do you have your own planning in place?


Whatever you have going on in your life, it's important to understand how you and your family are impacted by estate planning.


Mental capacity comes up in estate planning disputes and can be ugly if you have not handled the issue properly.


I had the chance to chat with my colleague and expert attorney @christine allen. Christine is a Certified Specialist in Estate Planning,

Trusts and Probate.


She breaks it down in terms all of us can understand and her thoughtful input and wise advice is invaluable.

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Owners Need Buy/Sell Agreement

July 9th, 2020

Are you an owner? Then you need to look at having a buy/sell agreement in place with your partner(s).

Or maybe you need to update old agreement. Times have changed big time due to financial crisis, perhaps the valuation of your business has changed.

You just don't want to litigate matters and a buy/sell is a great tool to avoid this.

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