by Arthur Geffen | Nov 13, 2013 | Estate Planning, Estate Planning Solutions
Creating an estate plan is a lot like getting into better shape. We all know we should do it, but most of us never make the first move because the task seems daunting. You will have to look elsewhere for a diet and exercise plan. But if you need an estate plan,...
by Arthur Geffen | Aug 8, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Planning, Estate Tax, IRS, Living Trust
It is easy to find material that will tell you what a great thing it is to “avoid probate”. Maureen Mangiardi’s father, Dr. Joseph Mangiardi,managed it for the bulk of his estate. According to a recent decision in US District Court for the Southern...
by Arthur Geffen | Jul 31, 2013 | Estate Planning, Estate Planning Solutions
Tony Soprano, the famous lead character on HBO’s mafia drama The Sopranos, didn’t worry much about the IRS. Apparently James Gandolfini, the actor who brilliantly portrayed the thug on the long-running drama, didn’t either. Gandolfini died of a heart attack on...
by Arthur Geffen | Jul 31, 2013 | Estate Planning, Estate Planning Solutions, Estate Tax, Retirement Planning
When crafting their estate plans, some people neglect to pay much attention to how best handle their retirement accounts. And that lack of attention to detail can create potential problems–such as higher estate and income taxes–for their heirs. Many...
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 | Jul 22, 2013 | Estate Planning, Estate Planning Solutions, Estate Tax
In Mr. Gandolfini’s case, the most common tag-line is that his will is a tax disaster. Here is Gandolfini’s will. Many say it dispenses his $70M estate in a clumsy and ill-advised way that lops off $30M first for the IRS. The stories should make any tax man go...
