Orange County Business Journal

Wealth Management Column Answers from Jeff Verdon

Why should clients include asset protection strategies into their estate planning? Protecting your assets and family’s legacy is an important part of any comprehensive estate plan. Many traditional estate plans include a component called revocable living trust (RLT) to hold a client’s assets. While the RLT will avoid probate at death, it offers no protection from lawsuit creditors.  This leaves a client’s assets perilously unprotected. The client could lose a […]

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Client Alert

Chance Favors the Prepared Mind – Do You Have a Grab and Go Bag?

Dear Clients, Colleagues, and Friends, During a natural disaster such as the flooding that has taken place in Houston or Hurricane Irma in Florida, our first thoughts are for loss of life without question. With “Irma” a category 5 storm arriving on tail of “Harvey” there is not enough time to learn how to face a disaster fast enough. Our second thoughts are day to day survival and how to […]

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