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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”

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...

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...
LEAVING THE BUSINESS IN EQUAL SHARES
Problem: Business child receives an equal percentage of the business in which the “slacker” sibling...