by Arthur Geffen | Sep 14, 2011 | Estate Attorney, Estate Tax
Good news for Estate Tax Executors of estates of most decedents who died in 2010 now can get an automatic extension until March 19, 2012, to pay any estate tax due as well as to file an estate tax return, the IRS announced Tuesday. 2010 Estate Tax Payment, Carryover...
by Arthur Geffen | Sep 13, 2011 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Probate
One of the most common estate planning mistakes that people make is joint ownership. For the most part, we’re not talking about when a husband and wife have joint bank accounts or the title to their home is held in both of their names. While not ideal for...
by Arthur Geffen | Mar 9, 2011 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions
So here’s a way to help Mom and Dad if you have made a lot of money! Grantor retained annuity trusts, or GRATs, allow wealthy children to pass investment gains to their parents or grandparents without dipping into their $5 million lifetime gift-tax exemptions. “It’s...
by Arthur Geffen | Mar 4, 2011 | Estate Attorney, Estate Lawyer
FLORIDA LAW HMM!!! – Interesting .. especially for second marriages… New legislation now allows filing pre-death caveats and improves the way caveats are administered. Florida’s Probate Code Section 731.110 now allows an individual who is apprehensive that an estate...
by Arthur Geffen | Mar 2, 2011 | Estate Attorney, Estate Planning
“Tax season is an important time for families to think about saving for college,” said Nancy Farmer, president of Tuition Plan Consortium, a national group of private colleges and universities that sponsors the Private College 529 Plan Paying for college? Pay...
