Estate Planning Tips

KEEPING THE TRUST SECRET FROM THE KIDS

Author: Jeff CondonOn: Jul 18Categories: Business, Inheritance Plannning

Problem: Triggering events occur; 120-day letter is mailed and siblings are surprised at their being disinherited; trust has disproportionate allocation of assets or requirements to sell assets to which siblings have an attachment; assets go into trust...

FAILURE TO SELECT ALL OF THE KIDS AS SUCCESSOR TRUSTEES

Author: Jeff CondonOn: Jul 18Categories: Business, Inheritance Plannning

Problem: Client pays $4,000 to $6,000 for a Revocable Trust, Pour-Over Will, Health Directives and Powers of Attorney. Attorney provides a letter of instructions outlining what should be done. Package goes into the office drawer, safe deposit box or...

TOP TEN INHERITANCE MISTAKES THAT IMPLODE FAMILY HARMONY

Author: Jeff CondonOn: Jul 18Categories: Business, Inheritance Plannning

There are two sides in the inheritance planning “arena”. The “Money Side” and the “Family Side”. A good inheritance plan takes into account both sides in order to preserve family harmony while preserving the “family money”. Even...

FAILURE TO FUND THE TRUST PROPERLY

Author: Jeff CondonOn: Jul 18Categories: Business, Inheritance Plannning

ESTATE PLANNING RIDDLE: $31M HOME OWNED BY A “STUDENT”

Author: Jeff CondonOn: Oct 28Categories: Business, Inheritance Plannning

ESTATE PLANNING RIDDLE: $31M HOME OWNED BY A “STUDENT”

Business, Inheritance Plannning

The Estate Planning world can sometimes surprise us with cases like this: The former owner of a $31-million waterfront mansion in Vancouver’s Point Grey neighborhood is shedding light on why his buyer is listed as a “student” – and slamming B.C.’s...

IRS Targets Popular Estate Planning Technique (Are You Surprised?)

Author: Jeff CondonOn: Sep 06Categories: Business, Inheritance Plannning

It was obviously just a question of time: The regulations address the practice of discounting the value of ownership stakes in closely held businesses or land. The discounts are permitted because some stakes are worth less since they are harder to sell...

Tax, business and estate planning strategies are a must for high net worth individuals and their families.

Author: Jeff CondonOn: Aug 01Categories: Business, Inheritance Plannning

The untimely death of the music icon is exposing the role tax planning plays in an overall estate plan. By creating a comprehensive plan, a high net worth individual can ensure that assets will be passed to his or her beneficiaries while significantly...

Living Trust vs. Will made easy

Author: Jeff CondonOn: Apr 23Categories: Business, Inheritance Plannning, Inspiration

It is very important that your trust is properly written and founded. A trust can only be truly effective and those assets that have been placed into it. A trust will be of no benefit if the assets have not been transferred or if you pass away without...

Financial Advisors Should Revise Living Trusts Issued Prior 2010 Estate Tax Law

Author: Jeff CondonOn: Jan 02Categories: Business, Inheritance Plannning

Financial Advisors Should Revise Living Trusts Issued Prior 2010 Estate Tax Law

Business, Inheritance Plannning

Bestselling Author Jeff Condon has published an updated and revised edition of The Living Trust Advisor: Everything You (and Your Financial Planner) Need to Know About Your Living Trust in which he strongly advises financial planners to ask their married...

Inheritance Planning seminar at Keller-Williams Realty

Author: Jeff CondonOn: Nov 30Categories: Business, Inheritance Plannning

Inheritance Planning seminar at Keller-Williams Realty

Business, Inheritance Plannning

Inheritance Attorney and Best-Selling Author Jeffrey L. Condon spoke at a free seminar on “HOW TO DIVIDE THE FAMILY MONEY – WITHOUT DIVIDING THE FAMILY”. The event was held on May 8, 2015, at Keller-Williams Realty, 2701 Ocean Park Boulevard,...

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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...