by Arthur Geffen | Oct 30, 2015 | Estate Lawyer, Estate Planning, Estate Tax
Pretty interesting. The superrich are different from the very, very rich. For one thing, they own more art. Estate tax data recently released by the Internal Revenue Service show what the wealthiest Americans possess when they die—and where the money goes. First, a...
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 | Jun 26, 2014 | Estate Lawyer, Estate Planning, Estate Planning Solutions
Very Interesting 4 point article about why a living trust may be right for you. Many consumers and professionals now prefer an estate plan that uses a revocable living trust over a will as the primary estate planning document. Here are four reasons why:...
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...
by Arthur Geffen | Jul 29, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
Reduced home values and low interest rates work in your favor when it comes to two strategies that could save your heirs a bundle on estate taxes. As part of the American Taxpayer Relief Act passed in January, Congress has permanently set the federal estate tax...
by Arthur Geffen | May 10, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions
When was the last time you looked at your will? If you can’t remember, it is time for a review. Having outdated legal documents, such as a will or power of attorney, can wreak havoc on your health and your family’s wealth. Indeed, people too often take a...
