A trustee’s duty to provide information, such as an accounting, varies. Learn the pre-requisites and your rights as a beneficiary in this show.

http://wfblegalconsulting.com/bottled-business-sense-show/

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Lawyer for Business–BEST ASSET PROTECTION

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.


Any estate, whether probated or administered by way of a Trust, may have creditors’ claims that must first be dealt with before proceeds can be dispersed. Learn how these claims originate and how these claims may be satisfied.

http://wfblegalconsulting.com/bottled-business-sense-show/

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

 



Join us to Discuss the Estate documents critical to establishing a complete Estate plan and to become aware of the scams inherent when using so-called professionals who are not licensed attorneys.

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

 


The objectives of agents acting under a power of attorney can be frustrated when banks, brokerages, or title companies refuse to accept the authority granted to the agent under a duly executed power of attorney.  This can happen even though the power of attorney appears to be valid.  Do you know why this occurs and how it might be avoided?

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

 

There’s a gambling saying that goes something like, “If you want to be a winner, you have to walk away from the table a winner. Asset protection planning is all about taking chips off the table in good times, so that you still can walk away from the table a winner no matter what happens in bad times. Those who worry the most about asset protection are those who are the most likely to get sued. However, average folks often get caught up in difficult situations too, and thus if you have something to protect then the topic of asset protection should at least cross your mind. Learn more on our next show.

Bottled Business Sense Show

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.


As a small business owner, it’s easy to fall into the trap of thinking that a business valuation simply isn’t necessary, at least not yet. After all, you’re busy trying to grow your business. You can worry about what your business is worth down the road, when it’s time to sell or think about retirement, right? As it turns out, though, you shouldn’t wait for a business valuation. There are several reasons why it’s important to know how much your business is worth right now.

http://wfblegalconsulting.com/bottled-business-sense-show/

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.


The right business entity will allow you to keep more of your income through proper taxation and also avoid legal issues that could threaten your assets. Nevertheless, there are common mistakes made by small business owners when forming their business entities. However, there are ways to make sure that you strengthen your legal protections while simultaneously minimizing your taxes.

Join us this Tuesday to learn more on the Bottled Business Sense Show.

Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222

Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.