by Arthur Geffen | May 28, 2014 | Dallas Estate Lawyer
1. Intellectual growth should commence at birth and cease only at death. 2. Everyone should be respected as an individual, but no one idolized. 3. Never do anything against conscience even if the state demands it. 4. If people are good only because they fear...
by Arthur Geffen | May 22, 2014 | Dallas Estate Lawyer
e TMaking the most out of certain tax exemptions, like gifting, combined with taking steps to prevent costly oversights could prevent an estate from paying more tax than absolutely necessary, according to the professionals at Atlantic Trust, the U.S. private wealth...
by Arthur Geffen | May 8, 2014 | Dallas Estate Lawyer, Estate Planning
If you haven’t changed your approach to estate planning recently, you should. “The status quo is stupid,” said John Scroggin of Scroggin & Co. at the recent FPA Retreat here. “Estate planning is a constantly changing environment.” Under the American...
by Arthur Geffen | Aug 30, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, Income Tax
Are you thinking about taxes while you’re enjoying the warm summer months? Not likely! But the IRS wants you to know that scammers ARE thinking about taxes and ways to dupe you out of your money. Tax scams can happen anytime of the year, not just during tax season....
by Arthur Geffen | Aug 29, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, DOMA, Income Tax
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) today ruled that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling applies regardless of...
by Arthur Geffen | Aug 8, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Planning, Estate Tax, IRS, Living Trust
It is easy to find material that will tell you what a great thing it is to “avoid probate”. Maureen Mangiardi’s father, Dr. Joseph Mangiardi,managed it for the bulk of his estate. According to a recent decision in US District Court for the Southern...
