Published Articles

Jeff Verdon has been an ongoing columnist for Kiplinger’s Wealth Creation Column since 2016. Below are several of his published articles. Read them all here.

Intellectual Property: A Big Asset You Didn’t Know Your Business Had

Before you sell your business – hopefully long before – you need to figure out what your intellectual property assets are and what they’re worth.

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Got Cash on Hand? How to Protect It from Lawsuits

Over 15 million lawsuits are filed annually in this country. Are your liquid assets protected? An asset protection trust could help.

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Exes, Stepchildren and Your Will: A Cautionary Tale

Don’t be like Bob. After his divorce, he failed to update his estate plan, which listed his stepdaughter as a beneficiary.

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Is This the Year to Lower Your Taxes While Helping the Environment? — Kiplinger (January 2022)


Is Private Insurance the ‘New Kid on the Block’? — Kiplinger (July 2021)


Wealthy Should Act Now to Prepare for Bernie Sanders’ Estate Tax Proposal — Kiplinger (April 2021)


A Creative Way to Divorce-Proof Your Premarital Assets — Kiplinger (December 2020)


Gifts vs. Loans: Don’t Be Generous to a Fault — Kiplinger (October 2020)


With Estate Taxes on Sale Now, You Snooze, You Lose! — Kiplinger (September 2020)


Gifts to Minors: LLCs Can Protect Them from Creditors and Predators — Kiplinger (August 2020)


Exit Strategies for Charitable Remainder Trusts — Kiplinger (July 2020)


High-Level Strategies to Protect Your Wealth from the Wolf at the Door — Kiplinger (May 2020)


Wealthy Families Have a Rare Opportunity to Avoid Estate Taxes — Kiplinger (May 2020)


Estate and Tax Planning in These Unexpected Times — Kiplinger (March 2020)


Protecting Your Children from Themselves — Orange County Business Journal (January 2019)


A Risk That Could Cost You Everything: The Dunning-Kruger Effect — Kiplinger (December 2018)


Protect Your Company’s Assets — Orange County Business Journal (October 2018)


Philanthropy Brings Happiness — Orange County Business Journal (August 2018)


Securing Your Retirement: The Best Asset Protection Your Lawyer Never Told You About — Orange County Business Journal (June 2018)


Protecting Your Dream House: Using State of the Art Asset Protection — Orange County Business Journal (June 2018)


The Gender Gap in Retirement Planning — Orange County Business Journal (May 2018)


You’re Not a Resident of Alaska? — Orange County Business Journal (March 2018)


Just Because You Live in California Doesn't Mean Your Trust(s) Have To — Orange County Business Journal (Feb 2018)


Businesses Need Asset Protection, Too — Kiplinger (September 2017)


Wealth Management Column Answers from Jeff Verdon — Orange County Business Journal (September 2017)


Protecting Your Family: Priceless — Orange County Business Journal (April 2017)


Thinking of Selling Your Business? Beware of Buyer’s Remorse! — Orange County Business Journal (April 2017)


Time is Running Out — Orange County Business Journal (November 2016)


Have Your Cake and Eat it Too! The HYCET Trust  Orange County Business Journal (June 2016)


Lawyers Gird for Leaks on Offshore Tax Shelters  LA Daily Journal (April 2016)


Protecting Your Family's Legacy: Priceless — Orange County Business Journal (November 2015)


Investment Management Roundtable — Orange County Business Journal (September 2015)


Keys to Entrepreneurial Success Roundtable — Orange County Business Journal (August 2015)


Securing Your Retirement: Best Asset Protection Your Lawyer Never Told You About — (July 2015)


United States Supreme Court Rules: An Inherited IRA is Not Protected From Bankruptcy Proceedings Under The Retirement Funds Exemption — Orange County Business Journal (July 2015)


Can Debt Collectors Go After My Retirement Savings in Court? — MONEY Magazine (June 2015)


Asset Rich But Cash Poor - Orange County Business Journal (April 2015)


But I Thought My Assets and Legacy Were Protected - Orange County Business Journal (March 2015)


Did the U.S. Supreme Court Really Protect IRAs from Creditors?


Insulating Your Assets From Lawsuits — Wall Street Journal (June 2014)


LTC Options — Financial Advisor (June 2014)


Guard and Protect — Daily Journal (June 2014)


Cook Islands, a Paradise of Untouchable AssetsNew York Times (December 2013)


The World’s Top Tax HavensForbes (March 2008)


Group International Asset Protection Trusts


Recent Decision Concerning Asset Protection Trusts


The ANDERSON Decision


Overseas Asset Protection Trusts