Asset Protection Archives | TRUST-CFO®
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

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% […]
September 1, 2016

Your Business Is Your Retirement- Protect It With A PRP

Protect Business Using Exemptions “Exempting” Your Business for a Private Retirement – for Owners & CEOs Most successful business owners […]
August 23, 2016
Wen is a PRT Not Appropriate

You Shouldn’t Do a Private Retirement Plan if…

When is a PRP NOT Appropriate? As with any strategic planning where you try to keep your money from outside interests, […]
August 18, 2016
Creditor Lawsuit

Hey Doc, Can You Help Defend Against The Creditor Lawsuit-Virus?

Are You Immune to the Creditor Lawsuit-Virus? The creditor lawsuit-virus plagues the physician market, and it’s sickening.  The facts are scary, […]
August 17, 2016
America's Top Planner

America’s Top Planner Highlights the Private Retirement Plan

The quest to find America’s best estate, retirement, business, wealth-transfer, or tax plannersThis is an exciting news and a great […]
August 9, 2016
Asset Protection and estate planning

Jeffery Verdon Law Group In The News

Poor Planning Leads To Huge Losses For Orange County Family The Verdon Law Group, one of our great power partners […]
August 4, 2016
Is your Business Protected

Exempting Your Business Stock & Interests in a Private Retirement Plan

Funding Your Retirement with Your Business Stock While other retirement plans prohibit private business interest funding, a Private Retirement Plan (PRP) […]
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