Estate Planning for Women Only - Paperback

by Jeffrey M. Verdon Esq (Author)

"Estate Planning for Women Only" is written exclusively for women by an estate & asset protection planning attorney, Jeffrey M. Verdon. Estate planning for the woman is extremely important and often overlooked or ignored at their peril. "Estate Planning for Women Only" covers both the basics a woman must know in planning her estate, and more advanced aspects of wealth transfer, estate tax reduction and asset protection for those with larger estates and more complex issues. It is a fact that over 90% of women will at some point in their lives be solely responsible for their finances, making estate planning an essential topic for women. This booklet empowers women to become knowledgeable of the pertinent issues women should know about estate planning and how to prevent the pitfalls of a poorly planned estate.

Author Biography

Jeffrey M. Verdon, Esq. is the Managing Partner of the Jeffrey M. Verdon Law Group, LLP, a Trusts & Estates boutique law firm located in Newport Beach, California. With more than thirty years of experience in comprehensive estate planning and asset protection, Mr. Verdon works with affluent families and successful business owners with estates up to $500 million, to solve their complex and vexing comprehensive estate planning objectives. He has a particular niche in Asset and Lifestyle Protection, including Tax-Efficient Portfolio Management, Litigation Sensitive Asset Protection, Tax Defective Trusts, Estate Freeze Transactions, Family Estate Planning Valuation/Discounting and Strategies for the Deferral and Elimination of Gift, Income and Capital Gains Taxation. His clients benefit from his Comprehensive Estate Planning Platform designed to optimize income and estate tax deferral opportunities found in the Tax Code and approved by the IRS in its private and public rulings while placing effective "firewalls" around the assets to protect against future unforeseen lawsuits. Mr. Verdon has developed a signature program called the HYCET Trust(R), or "Have Your Cake and Eat it Too," which taps into a current tax law allowing individuals to give a tax-free gift of up to $5 million (up from $1 million) per donor, and retain the ability to recapture the gift in case of emergencies. Education: Woodland University (B.S.L. 1974; J.D. 1977); Boston University (LL.M., Taxation 1979)