Lifestyle Archives

Inheritance Planning Tips No. 1

Author: Jeff CondonOn: Oct 27Categories: Business, Lifestyle

Inheritance Planning Tips No. 1

TODAY’S REALLY HELPFUL INHERITANCE TIP! You have, say, 3 children. In your Living Trust, you appoint JUST ONE of them as your “after-death agent” to carry out your inheritance instructions after your death. Why? Maybe because you think...

Speaker at the HarperCollins Speakers Bureau

Author: Jeff CondonOn: Oct 27Categories: Business, Inspiration, Lifestyle

Speaker at the HarperCollins Speakers Bureau

Business, Inspiration, Lifestyle

SPEAKING TOPICS The Right Way and the Wrong Way of Leaving Money to Your Children (& Others) Cautionary Tales in the “Inheritance Arena” – Learning From Plans “Gone Bad” If Your Children Couldn’t Share Their Toys, How Will They Share Their...

Disinheriting Your Child? How to Navigate?
Have you decided to disinherit a child, leaving him/her nothing in your will? Perhaps you’re estranged...
What Is A Legacy Trust?
What is a Legacy Trust? (Audio Transcript version) I have to make an assumption that the Legacy Trust...
Fighting The War To Raise The Property TAX BASE On Your Home And Other Property
Check Our Prop 19 Tax Increase Discussion On Tuesday Dec 22 (Full Video): https://www.facebook.com/events/430754084600476/...
CREATING A BREEDING GROUND FOR ONE CHILD TO INFLUENCE INHERITANCE DECISIONS
Problem: Child who is a care taker or living with ailing parent “deserves” more for that child’s...
MAKING THE FIRST CHILDREN WAIT UNTIL THE SECOND SPOUSE DIES
Problem: Blended family with children expecting a decedent parent to recognize their claim to the inheritance...