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Many of the C.A.L.M. Certified Consultants participate in the development and
presentation of the CALM Liability Management Educational Programs.
LibertyMoney Network is proud to announce a new education initiative for
LibertyMoney Network Members and their patients, clients and customers.
LibertyMoney Network created a partnership with the president of The Wealth
Preservation Institute, Roccy DeFrancesco, JD, CWPP™, CAPP™ to develop the
C.A.L.M. Asset Management Legal Plan and Educational Programs.
LibertyMoney Network, with the help of Mr. DeFrancesco and his educational
board and other supporting experts, will be bringing to readers in e-newsletters
bi-weekly articles that will educate readers on asset management, wealth
preservation and Comprehensive Asset Protection (defined below). In
addition to this FREE e-newsletter service, at least one time a month (and more
if warranted), LibertyMoney Network will be holding evening webinars to educate
attendees on the topics covered in the newsletters.
What is "Comprehensive" Asset Protection?
What an open question it is to ask: "What is Asset Protection let alone
'Comprehensive' asset protection?" Core asset protection revolves around
protecting yourself from future creditors who can sue you typically for
negligence (this could be a malpractice claim if you are a physician or and E&O
claim if you are an insurance, real estate or legal professional).
"Comprehensive Asset Protection" is protecting your wealth from anyone or
anything that can take your money.
Who does this include?
- The US and State Government through income taxes
- The US and State Government through estate taxes
- The stock market when it declines
- Medical expenses like the inevitable long term care expenses many
will have in retirement.
- The US and State Government through capital gains taxes
Think about it, who is your number one guaranteed creditor every year?
The US Government.
When the stock market in 2000-2002 went in the tank, did you lose money?
Is that more likely to happen in any given year than a lawsuit?
When clients pay $4,500 a month to stay in a nursing home, does that expense
decrease their family’s wealth?
Same question for estate taxes and capital gains taxes.
If there were simple and legal ways for you to lower your income taxes,
invest in the stock market where you could receive the gains without fear of
losing principal in down markets, if you could mitigate your long term care
costs, if you could defer or avoid capital gains taxes when selling an
appreciated asset, wouldn’t you want to know about those solutions?
Those are just some of the topics that will be covered in the first four free
e-newsletters. In addition to that, the newsletters will of course be
addressing domestic and offshore asset protection. You will get the
"truth" about these topics in plain English so you can understand them and act
accordingly.
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