Our first objective for a strong Private Retirement Plan is to drop a protective dome over assets and earnings that have been properly evaluated, proven, and recharacterized as “creditor exempt” for private retirement under California state law.
By securing our client’s new protection rights we can now provide advanced planning in a “safe environment” and sleep better knowing we can help our client’s build their wealth protected from frivolous lawsuits or unwarranted claims by bad actors (undeserving creditors). The key is one must prove the need for retirement.
TRUST-CFO® has earned it’s right as the industry benchmark to properly measure the amount of assets and earnings that qualify for the private retirement plan exemption (protection) rights.
It’s important to note that a CA PRP does not solve all problems. While retirement trust planning is a large component to wealth protection, a truly optimized estate will likely compose of 3, 4 or even 5 trusts, that all serve a primary purpose, but that work together in concert and harmony. A perfect plan is one in which the benefits of one trust will help offset the risks of another so the Plan reaches its ultimate value – maximum benefits, minimal risks.
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