About Us

We are the go-to firm that attorneys who don’t practice in the areas of estate planning and trusts refer their most coveted clients. Protecting an inheritance is serious business, and while most estate planning lawyers focus on what will be left when a client passes on, we worry about airtight estate plans and protecting our clients against financially devastating lawsuits that can rip their legacy to shreds. Our clients depend […]

“Puerto Rico’s Tax Benefits Are Too Good To Be True” – Want to Bet?

Dear Clients, Colleagues, and Friends, It has been a bit over 2 years since my esteemed colleague, Fernando Goyco, and I wrote an article about the Puerto Rico tax law Act 20 & 22 for Steve Leimberg’s Income Tax Planning Letter — (Steve Leimberg’s Income Tax Planning Email Newsletter – Archive Message #44 Date: 23-Apr-13 From: Steve Leimberg’s Income Tax Planning Newsletter Subject: Jeffrey M. Verdon & Fernando Goyco-Covas: Consider […]


Estate Planning for Women Only is an insightful quick read which unravels the common concerns and misunderstandings expressed by women about estate planning, risk management and risk mitigation. Many busy women with productive full lives have spent little time focusing on family financial issues. This book provides an overview of the important areas of comprehensive estate planning, life insurance planning, wealth protection through risk management and risk mitigation structure. It […]

The Pet Trust

Many of you have important members of your family which have been forgotten when you put together your estate plan — your pets. Do you have a Plan for your pets upon your passing? Who will take care of them? Are there sufficient funds set aside to provide for the best care for your pets? This Client Alert will introduce you to this process and may assist in answering these […]