June 19, 2013

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C.A.L.M. Comprehensive Asset & Liability Management

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C.A.L.M.

Comprehensive Asset & Liability Management

For Physicians, Other Professionals and Individuals Interested in Protecting and Growing Wealth for Retirement

If you would like to view a C.A.L.M. brochure, please, click here.

After talking with many advisors and clients, The APS™ has come to the conclusion that there is a significant need for a systematic process for advisors to use when helping clients with their asset protection plan.  A systematic process is needed to ensure the quality of advice given and so the public can have a plan put together for them which is comprehensive, complete, and fits their individual situation.

Additionally, the APS™ found that the cost for providing an asset protection plan is all over the board.  Some advisors simply charge as much as they can get away with to a public who has no idea what the costs should be for their asset protection planning tools.

Imbedded in the C.A.L.M. plan is a fee schedule rate which is recommended by the APS™.

In effort to have a uniform platform APS™ rated advisors can use to help their clients, the C.A.L.M plan was created.

To read about the five levels of C.A.L.M. and which one is the best fit for your particular situation, please click here.

Filed Under: Asset Protection Society

Find out if you need Asset Protection Planning

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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 protected from creditors.

Instructions: If you do not understand one of the questions or do not know what a question is referring to, please put NO for your answer.   Why?  Because these tests are supposed to determine affirmatively if you need help with one or more of your plans OR if you need to have your plans reviewed.

This test assumes that you have real estate besides your home as well as a brokerage account and other valuable assets. If you do not have the other assets discussed in the questions, please answer the question as if you did own them and determine honestly how you would own such assets if you had them.  Also, this test is not just about “core” asset protection from typical creditors, it covers “global” asset protection.

This test is designed to help you determine if you have an adequate asset protection plan.  Since 99% of the American public does not, be prepared to flunk this test with flying colors.

For this exam, if you do not get a 70% or higher you should have your asset protection plan reviewed by an APS™ “rated” advisor.   If you get a 50% or less, you should run to an APS™ “rated” advisor to have your asset protection plan reviewed.  If you get a 30% or less, you should immediately fire your current consultants and hire an APS rated advisor to implement a proper asset protection plan.

To take this exam, go to the asset protection assessment page.

The username for the exam is asset and password is protect.

Other Exams

If you would like to take three other examinations to determine if you need help with your estate plan, income tax reduction plan, financial plan or please click here.

Filed Under: Asset Protection Society, Public Area

Ask a Question

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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 encourage you to surf this site to read about domestic, and offshore asset protection as well as “global” asset protection.

If you do not find the answers to your questions on this web-site, please feel free to submit a question directly to the APS™.


Filed Under: Asset Protection Society, Public Area

Public Education on Asset Protection

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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 material for you to read to become knowledgeable on this very important topic. Our goal is not to make you an ‘expert” in AP planning, but to arm you with needed information so you can make sure you are not taken advantage of by the scammers in the marketplace (and there are many) and also to help you learn why asset protection is a must for any client who has wealth.

Think about the following statement:

No estate, financial or tax plan can be complete without incorporating asset protection. Asset protection planning is now emerging as its own recognized discipline in the advisory world. Failure to discuss asset protection options with a client will quickly emerge as malpractice in and of itself.

After you learn more about the benefits of asset protection planning, you’ll learn three things about the above statement:

1) you are not properly asset protected;

2) virtually no one you know is asset protected;

3) you do not know any advisors in your local area who provide advice on asset protection (andyou certainly don’t have a comfort level that anyone in your local area has been trained on the proper asset protection techniques available to clients).

The APS™ has created a short test you can take to determine for yourself if you are asset protected. The test will take you less than five minute and will tell you instantly if you need to learn more about this topic and seek out an advisor who can help you. To take the test, please click here.

We also encourage you to surf the rest of this web-site to learn about:

1) Traditional domestic asset protection
-LLCs and FLPs
-Cash Value Life insurance and Annuities
-IRAs and Qualified Retirement Plans
-Domestic Asset Protection Trusts
-Accounts Receivable Protection
 -Protecting the Personal Residence

2) Offshore asset protection
 -Offshore asset protection trusts (OAPTs)
-Offshore LLCs
 -Offshore Captive Insurance Companies (CICs)

3) “Global” asset protection
-Income, Estate and Capital Gains Tax Reduction
-Stock Market Protection
 -Long Term Care Expense Protection

In addition to what you need to know about asset protection, it is equally important to know about the misconceptions of asset protection.  To read about the misconceptions of asset protection planning, please click here.

If you have determined that you need help with your asset protection plan, please click here to find a locally “Rated” advisor.

Filed Under: Asset Protection, Asset Protection Society