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 | Jul 20, 2021 | Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
The inauguration festivities have wrapped up and Joseph R. Biden Jr. is the 46th president of the United States. Democrats now control both the House and the Senate but what’s next? Sweeping tax changes have been widely discussed but it is still too soon to know what...
by Arthur Geffen | Nov 12, 2020 | Estate Lawyer, Estate Planning, Estate Planning Solutions, tr, Trusts
Spousal lifetime access trust, or SLAT, planning can provide powerful estate and tax planning opportunities – and perhaps one of the most popular techniques for married couples for the foreseeable future given the possible changes in the law post-election and to help...
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 | 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 | Nov 23, 2015 | Estate Lawyer, Estate Planning
Thanks to the 84th Legislature, Texans have a new, easy way to transfer real property to someone else upon their death. It does not involve going through probate court, which can be a lengthy and costly process. It also allows the owner to keep the exact...
