by Arthur Geffen | Jan 10, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
The New Year’s Day fiscal cliff bill, which ended an 11-year period of uncertainty about estate tax exemptions and rates, also made permanent a wonderful break for widows and widowers that was set to expire after a two-year introductory period. Starting...
by Arthur Geffen | Jan 7, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
The last-minute tax deal cobbled together in Washington contained several key elements for estate planning. Now advisors can break the good news to wealthy clients: Permanence The estate and gift tax provisions of the American Taxpayer Relief Act of 2012 are...
by Arthur Geffen | Jan 3, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
Now that the fiscal cliff has been averted — at least temporarily – there is widespread confusion about the effect on estate planning of the 11th hour tax law passed by the Senate on New Year’s Eve, and by the House of Representatives one day later. Mostly what...
by Arthur Geffen | Jun 12, 2012 | Dynasty Trusts, Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
Those who manage the wealth of the rich and super-rich are warily eyeing an Obama administration budget proposal for 2013 that would require people who create trusts, known as grantors, to include the assets of their trusts in their own estates for estate tax...
by Arthur Geffen | Jan 3, 2012 | Estate Attorney, Estate Lawyer, Income Tax
If shacking up goes against your morals, you can blame Uncle Sam for tempting you to sin. Unmarried couples who live together often benefit under the tax code. 7 tax reasons not to get married – income tax planning – MSN Money
by Arthur Geffen | Sep 27, 2011 | Estate Attorney, Estate Lawyer, Probate
Texas Probate Case connected to Banking Meltdown? Connecting Anna Nicole Smith to the Lehman Bankruptcy – Deal Journal – WSJ
