by Arthur Geffen | Aug 10, 2021 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
Despite the pandemic, many Gen Z’ers are graduating from college and setting their course for success. This is a generation of young people who know what they want out of life and have the financial literacy tools – from podcasts to online platforms – to save for...
by Arthur Geffen | Sep 22, 2020 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions
So you have gone through all of the work to get your estate planning documents finalized, you have had your signing meeting with your attorney, and now it is time to celebrate that you are done, right? In most cases, the answer is not quite yet. There are few...
by Arthur Geffen | Aug 13, 2020 | Estate Attorney, Estate Planning
For some, now may be the best time to take advantage of estate planning for tax mitigation. With record high gift and estate tax exemption, near record low interest rates, and depreciated assets as a result of the pandemic, Americans are in a unique position to take...
by Arthur Geffen | Oct 29, 2018 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
Death and taxes may be unavoidable. Taken together, they become a firestorm. The federal estate tax has been a hot-button issue since it was first imposed under the Revenue Act of 1916, when 10 percent was levied on portions of an estate exceeding $5 million....
by Arthur Geffen | Feb 6, 2015 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions
Trusts, which can range from simple to extremely complex, are a standard tool in the anti-estate- tax arsenal. There is just one firm rule: If the trust benefits a spouse, “you must cause the trust to be included in the second spouse’s estate, for estate- tax...
by Arthur Geffen | Feb 11, 2014 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
If you meet the threshold for estate taxes, think of 2014 as a landmark year in your planning. The rules surrounding exemptions and gifts have changed, and the impact could be far-reaching for your family — perhaps more so than many planners initially...
