by Arthur Geffen | Mar 28, 2018 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Planning, Estate Planning Solutions
CHERRY HILL, N.J. and NEW YORK, March 28, 2018 /PRNewswire/ — Estate planners and advisors have a surprising second job: family therapist. In fact, 44 percent of planning professionals identified family conflict as the biggest threat to estate planning...
by Arthur Geffen | Feb 9, 2018 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Planning, Estate Tax
Ever since the passage of the Tax Cuts and Jobs Act in December, the headlines have been buzzing about the resulting income tax consequences for individuals and businesses, but what about the intersection of the Act and estate planning? After all, nothing is more...
by Arthur Geffen | Jan 2, 2018 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Tax
The bill increases the federal estate and gift tax unified credit basic exclusion amount from US$5 million (with inflation adjustments) to US$10 million (with inflation adjustments), which means that the basic exclusion amount for 2018 will be US$11.2 million per...
by Arthur Geffen | Oct 23, 2017 | Charitable Gifts, Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Tax
Charites benefit from the estate tax because bequest gifts are not subject to it, creating an even stronger reason to leave a charitable bequest gift. Of course, individuals leave bequest gifts for many reasons, even if they are not subject to the estate tax....
by Arthur Geffen | Aug 1, 2017 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Planning, Estate Planning Solutions
Most people think of trusts as something that only the super-rich need: a mysterious legal trick to evade taxes (and rack up tons of attorneys’ fees). In reality, trusts can be helpful for folks at any income level and are much more commonplace than most...
