Client Alerts

You’ve Prepared Your Assets for Your Heirs… Have You Prepared Your Heirs for Your Assets?

Dear Clients, Colleagues, and Friends, The Loaded Question “Dad, are we rich?” Ethan’s father drops his fork mid-bite. “That’s an unusual question,” Roger carefully responds. Ethan, who just turned 16 and still fears his father’s disapproval, hesitates before continuing. He knows there is an unspoken rule in his family to never speak about money. Despite his nerves, he plows on, determined to get to the bottom of the wild claims his classmates made. “So, […]

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“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 […]

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A Man’s Home Is His Castle…Or Is It?

Homemade Homestead Protection Dear Clients, Colleagues, and Friends, Saul can’t sleep. He has a reputation for attention to detail, but he forgot something, he just knows it. Saul probes his memories, thinking back over the past several months to parse out what could possibly be bothering him… Saul sold his company for a huge pile of cash two years ago. A smart guy, he knows how to protect his assets. That’s […]

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The Best Little Asset Protection Vehicle No One Has Ever Heard Of — Securing Retirement

Dear Clients, Colleagues, and Friends, Life is full of little surprises. Wondering if you have enough money for retirement should not be one of them. Imagine this… You’ve worked your entire life to build a successful business, investing every spare penny back into your company. Your long-term plan? To sell the company when you turn 60 so you can live a life of leisure on the proceeds. Then, disaster strikes. You and your company […]

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The Sky is Falling!

Dear Clients, Colleagues, and Friends, Client Alert was created to educate and inform. The importance of acting now cannot be overstated. Failing to do so is at your peril… One of the greatest estate tax reduction strategies used by estate planners is about to go away – forever. Act Now! Ok, while Client Alert’s Chicken Little act is over, it can say with a high degree of certainty that the […]

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Marriage and money

The Most Expensive Divorce in History… Averted!

Dear Clients, Colleagues, and Friends, Life is unpredictable. For instance, the financial pitfalls of a catastrophic divorce can throw devastating curveballs to even the wealthiest titans of industry. Here is one such story: Russian oligarch and French soccer club AS Monaco owner Dmitry Rybolovlev met his wife almost 30 years ago when they were both students in the Ural Mountains.

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Back Seat Driver's License

Now Back Seat Drivers Can Be Held Liable

The CA 4th District Court of Appeal Just Said So… Dear Clients, Colleagues, and Friends, Josh and Jessica planned a Friday night movie date at home. They rented “Fast and Furious”, as they were both avid Nascar fans. They were ready to see some exhilarating action scenes. Then they discovered that they did not have any popcorn, so they jumped in the car for a quick trip to the store. Jessica […]

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Supreme Court

Obamacare Lives, But It’s Worse…

King vs. Burwell (A dark day for the SCOTUS) Dear Clients, Colleagues, and Friends, Getting dressed for work yesterday morning, I was taken aback when I heard the outcome of the US Supreme Court’s 6-3 majority vote in the case of King vs. Burwell in favor of upholding Obamacare. After reading the Court’s opinion, and especially Judge Alito’s vigorous dissent, I received an e-mail from a colleague, David Hiersekorn, who […]

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Freedom Fest

Jeffrey Verdon, Esq. to Speak and Exhibit at FreedomFest Conference

Dear Clients, Colleagues, and Friends, The Las Vegas based FreedomFest is an annual festival where free minds meet to celebrate “great books, great ideas, and great thinkers” in an open-minded society. It is independent, non-partisan, and not affiliated with any organization or think tank. Founded and produced by Mark Skousen since 2007, FreedomFest invites the “best and the brightest” from around the world to talk, strategize, socialize, and celebrate liberty. […]

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Are Your Heirs Ready for Prime Time?

Transferring Maximum Wealth Does Not Guarantee Wealth or Family Harmony in the Next Generation Dear Clients, Colleagues, and Friends, According to the renowned Williams Group with over 50 years of coaching families in preparing heirs, their research studies have established that 70% of wealth transitions fail (defined as involuntary loss of control of assets). If this is to be believed, clearly important elements are missing from the current approach to […]

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