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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...

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...