by Arthur Geffen | Apr 9, 2015 | Beneficiaries, Estate Planning, Estate Planning Solutions
Here’s your challenge — and please don’t delay. Right now, today, check with the trustees of all 40l(k), IRA and insurance policies to make sure you have updated and named the beneficiary you really want to receive the money! Changing...
by Arthur Geffen | Apr 7, 2015 | Estate Planning, Estate Planning Solutions
Every Estate Plan is different, but the following is a list of seven ESSENTIAL Documents that should comprise yours: Will Durable General Power of Attorney Durable Medical Power of Attorney Physician’s Directive or Living Will HIPAA Release Designation of...
by Arthur Geffen | Mar 17, 2015 | Estate Planning, Religion
A Will is a legal document that provides specific instructions as to how a person’s assets should be distributed upon his or her death. In today’s society, the monetary laws of the Torah have unfortunately been largely disregarded even within the Orthodox...
by Arthur Geffen | Feb 25, 2015 | Estate Planning, Living Trust
Quite often, I meet with clients who say all they need is a simple will. Then we talk more about family, goals, and assets. Sometimes they are correct and all their goals can be accomplished by using a will as the centerpiece of their estate plan. However, more...
by Arthur Geffen | Feb 9, 2015 | Estate Planning, Trusts
DECANTING We all know the story. Mom and dad had their trust drawn up years ago. So much of the law related to estates has changed. So much of the law related to taxes has changed. And, so much of the family’s situation has changed. But, like most, mom and dad never...
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...
