by Arthur Geffen | Jun 19, 2014 | Estate Planning, Estate Planning Solutions
As property values around the country continue to recover, many families now list their primary residence and vacation homes among their most valuable assets. As such, these homes may be excellent candidates for beneficial estate planning techniques. One of the...
by Arthur Geffen | May 8, 2014 | Dallas Estate Lawyer, Estate Planning
If you haven’t changed your approach to estate planning recently, you should. “The status quo is stupid,” said John Scroggin of Scroggin & Co. at the recent FPA Retreat here. “Estate planning is a constantly changing environment.” Under the American...
by Arthur Geffen | Feb 19, 2014 | Estate Planning
These days, it is not uncommon for U.S. citizens who live in this country to be married to non-citizen spouses who also live here. Or two non-citizens may get married while living here. In tax lingo, non-citizens who are permanent U.S. residents are termed...
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 | Dec 16, 2013 | Estate Planning, Life Insurance
Some wealthy people are taking another look at survivorship insurance. The relatively obscure product, also known as “second-to die” insurance, insures two lives, usually spouses, with one policy. Like its name indicates, the product pays out the benefit after...
by Arthur Geffen | Dec 13, 2013 | Estate Planning, Other Things to Take Care of
I’ve been thinking about an extremely beautiful sex toy an old boyfriend got me — I think it is on my mind because he is having heart surgery this week. This is how it is at a certain age; when you hear about an old boyfriend it’s not because he got married or...
