Wealth & Legacy

Smart planning guidance for rental housing providers covering inheritance, asset protection, retirement strategies, and tax considerations related to property ownership. 

Free Resources

VIDEO: Passing the Keys: Protecting & Transferring Rental Property to the Next Generation
VIDEO: Passing the Keys: Protecting & Transferring Rental Property to the Next Generation

Learn strategies to protect your rental property, minimize risk, and plan for a smooth transition to the next generation. Attorney Phil Shekerlian also covers key updates from the new federal bill affecting housing providers. Recorded October 1, 2025 – BarthCalderon LLP Continue Reading

Postedby Phil Sherkerlian
Date posted10/8/2025


Preparing for an Estate Planning Session: What Landlords Should Bring to the Table
Preparing for an Estate Planning Session: What Landlords Should Bring to the Table

Make the most of your attorney’s time by getting organized ahead of your estate planning meeting. Continue Reading

Postedby BPOA Master
Date posted03/5/2025