The TRUST-CFO asset protection podcast is a series of talks with founders and partners of TRUST-CFO, Raymond F. Olmo, CEP®, RFC®, and Josh Saunders, as they invite industry leaders in client and wealth management on to discuss asset and wealth protection, financial strategies and best practices in settings up, managing and administrating the best kept secret of financial protection available to California residents and business owners - California's Private Retirement Plan.
This episode is part 2 of a 3 part series where Ray & Josh speak with Jeff Verdon of Verdon Law Group.
Revocable Living Trusts provide zero asset protection. Jeff Verdon explains why most people wait until it is too late to think about the importance of asset protection, and why early planning is always safer. He also covers why liability insurance is not enough for a successful business owner to safeguard their hard-earned wealth.