Welcome to the Wealth Management Exchange

The independent source of world-class information, advice and networking to help you manage your investments, estate, legacy and advisors.

Today's Finance Headlines

Global Stock and Bond Investing

Alternative Investments

Trust & Estate Plan

Selecting & Monitoring Advisors

Investment Plan and Portfolio

Charitable Giving

Raising Responsible Children

Learn: What other HNW investors are doing.

Network: Post questions and share your experiences regarding investments, advisors, and estate issues with like minded HNWs and experts.

Measure: Evaluate your advisors, portfolio allocations, investments, and estate plans.

Find: Identify leading information sources, advisors and service providers.

Jeff Verdon

Jeffrey M. Verdon, Esq. specializes in estate, trust and income tax planning, and asset and lifestyle protection planning for high-net worth clients across the United States. He is Managing Member of Jeffrey M. Verdon Law Group, LLP, a tax planning and asset protection boutique law firm, with offices in Irvine, California and Las Vegas, Nevada and enjoys an “AV” rating with Martindale-Hubbell.

 Articles by this Author

New Estate Tax Law Generous But Temporary
by Jeff Verdon

  ... [ Full Story ]

 
Can New Estate Planning Law Help Recover Investment Losses?
by Jeff Verdon
A tax and investment planning structure will not only take advantage of the temporarily higher estate and gift tax exemption amount but could help investors recover some losses. ... [ Full Story ]