In this episode of Mastering Your Financial Life, Judy Heft interviews Jeffrey M. Verdon, Partner and Chair of Asset Protection at Falcon Rappaport & Berkman LLP. Jeffrey's focus is on estate planning and asset protection for affluent families and successful business owners.
Jeffrey is also author of Estate Planning for Women Only (available on Amazon: https://www.amazon.com/Estate-Planning-Women-Jeffrey-Verdon/dp/1494807505)
Tune into the episode for insights from Jeffrey Verdon:
* Jeffery's career journey that led him to his unique approach to estate planning for the more affluent family and business owner
* What asset protection planning is and why is it so important
* Some of the techniques Jeffery's firm uses to achieve integrated estate planning with asset protection
* Jeffrey's book, Estate Planning for Women Only — How and why he came to write it and key takeaways
Connect with and learn more from Jeffrey Verdon:
* Connect on LinkedIn: https://www.linkedin.com/in/jeffreyverdon/
* Follow Falcon Rappaport & Berkman LLP on LinkedIn: https://www.linkedin.com/company/frblaw/
* Follow Falcon Rappaport & Berkman LLP on YouTube: https://www.youtube.com/channel/UCvNmnNgrh4HneTAPN9HK1DQ
* Visit Falcon Rappaport & Berkman LLP's website:
===* https://jmvlaw.com/
===* https://frblaw.com/practice-areas/asset-protection/
* Follow Falcon Rappaport & Berkman LLP' on Facebook: https://www.facebook.com/FRBLaw
* Follow Falcon Rappaport & Berkman LLP' on Twitter: https://twitter.com/frblaw
* Call: 949-333-8152
* Email: JVerdon@frblaw.com
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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.
* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/
* Visit Judith Heft & Associates' Website: http://www.judithheft.com/
* Subscribe to Mastering Your Financial Life on Apple podcast
https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
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