Ray Olmo, Author at TRUST-CFO®
April 30, 2020

Private Retirement Life

Click below to watch: Private Retirement LifeSM April 29th 2020 JOIN US for a 1 HOUR POWER-PACKED TRAINING SESSION on […]
April 16, 2020

Employers are getting sued for COVID-19 related deaths

HOW CAN ONE PROTECT THEMSELVES FROM THE FALLOUT OF ASSOCIATED BUSINESS RISKS? https://www.cnbc.com/2020/04/06/coronavirus-walmart-employees-family-files-wrongful-death-lawsuit.html Walmart just got sued for wrongful death […]
March 27, 2020

A Tale of 2 Risks: PRE-PLANNING VS. PROCRASTINATION

RECENT FLOOD OF CALLS FOR ASSET PROTECTION: in just the last week we’ve received a multitude of calls from people […]
March 26, 2020

Secrets to Private Retirement Plans

Click below to watch: Secrets to Private Retirement Plans March 25th 2020 For any questions, to claim CME credit, or […]
March 22, 2020

WARNING: We’re Already Seeing a Recurrence of Increased Lawsuits – Yes, Fueled by the COVID-19 Pandemic

HISTORICAL FACTS: in 2006-2009 when the stock market and real estate crash/recession hit, litigation in California spiked by almost 50% […]
February 12, 2019

The California Asset Protection Guide Post 4: Umbrella Insurance

So far in this blog post series, we have learned about the types of creditors that could threaten any of […]
December 11, 2018

Protect Retirement With a Private Retirement Plan

An old law with progressive benefits Since 1970, California law has provided its residences with an almost unmatched opportunity to […]
November 15, 2018
California vs. Other States Exemption Rights

The California Asset Protection Guide Post 3: California vs. Other States Exemption Rights

In our last blog post in this series, we examined the different ways you can try to protect your wealth […]
November 1, 2018
Know your rights

The California Asset Protection Guide: Your Maybes vs. Your Rights

Let’s dive deeper into the realm of assets, risks, and protections. Scary as it may be, the hard truth is […]
Diagnostic Calculator