Today’s Cash Flow Wealth Show is all about KEEPING your assets once you’ve aquired them. Sure having lots of money and things is great, but when something goes awry, will you have them afterward? Jeffrey Verdon is the principal of the Jeffrey M. Verdon Law Group in Newport Beach, CA.
Jeffrey takes his time to discuss fixing broken trusts, how to set up trusts properly (and avoid breaking the rules which will anger the IRS), properly setting up life insurance that can grow in worth and increase the amount of assets left to your children, and more. Jeffrey also delves into mitigating your tax burden and explains one of the least used and most effective risk management and tax shelter tool there is in the tax code.