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C.A.L.M. Comprehensive Asset & Liability Management
C.A.L.M. Comprehensive Asset & Liability Management For Physicians, Other Professionals… Read On
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Find out if you need Asset Protection Planning
Self Examination Asset Protection Exam(s) We are happy to have put together a short and simple asset… Read On
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Ask a Question
Submit a Question to the APS™ We know that many people who surf this web-site have either… Read On
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Public Education on Asset Protection
Public Education on Asset Protection (AP) One of the core duties and goals of the APS™ is… Read On
It is tax time, and time to comply…
DON’T DIG YOURSELF INTO A DEEPER HOLE! IT IS TAX TIME, AND TIME TO COMPLY… For many years, US taxpayers have been able to avoid paying taxes by placing or receiving assets into … [Read More...]
Self-Directed 401(k) And Real Estate
Investing in real estate is probably the most popular choice most people make. This type of investment can offer capital protection, appreciation and regular income. Not too many … [Read More...]
Are VA Pension Plans Ticking Time bombs?
More and more I see folks who were ‘helped’ to get the Aid and Attendance (A&A) pension by a financial advisor only to have the plan blow up in their faces when they need skilled … [Read More...]
Family LLCs – The Cornerstone of the Private Client Structure
If you have not yet inserted a limited liability company (“LLC”) into your overall wealth planning structure, it is time to reconsider. The LLC has emerged as the preferred cornerstone … [Read More...]
Insurance Agent Pays $10k Fine for Recommending Sale of Securities to Purchase an FIA (Fixed Indexed Annuity)
I just got my hands on this, and I’m sending it out today to my hot-list. It will be my primary newsletter next week to my main database. I’ve been pounding the drum pretty hard now … [Read More...]

Recommended Reading
The APS™ will have thousands of advisors and the general public who come to this web-site for education on asset protection. We believe our web-site does a good job of explaining the … [Read More...]

Alternate Dispute Resolution (ADR)
While the goal of the APS™ is to make sure a client can through education and the use of a “Rated” advisor become asset protected, the best asset protection plan in the world cannot … [Read More...]

Self-Exam: Determine if you need AP Plan
Self Examination - Asset Protection Exam(s) We are happy to have put together a short and simple asset protection exam that you can take can take to determine if your assets are … [Read More...]

Public Education on Asset Protection
Public Education on Asset Protection (AP) One of the core duties and goals of the APS™ is to educate the public on asset protection planning. We have put together terrific … [Read More...]

Ask a Question
Submit a Question to the APS™ We know that many people who surf this web-site have either no or very little knowledge when it comes to asset protection planning. We … [Read More...]






