by Arthur Geffen | Jul 9, 2013 | Estate Planning, Estate Planning Solutions, Estate Tax
James Gandolfini’s unexpected death last month in Italy is back in the news, this time because a large portion of the actor’s $70 million estate reportedly will be subject to the federal estate tax. The will left by Gandolfini, best known as the...
by Arthur Geffen | Jun 24, 2013 | Estate Planning, Estate Planning Solutions, Life Insurance
With another tax season behind us, it’s a good time to consider something that can offer a long-term tax benefit to you and your family: life insurance. If you are fortunate enough to receive some money from a refund this year, rather than buying that big flat...
by Arthur Geffen | May 13, 2013 | Estate Planning, Living Trust
A lifetime trust, also known as a living trust, can be the difference between people controlling their estate and being subject to the expense, confusion, and problems that sometimes affect unplanned estates. Nevertheless, a whole industry has grown around...
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 Having outdated legal documents, such as a will or power of attorney, can wreak havoc on your health and your family’s wealth.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...
by Arthur Geffen | May 2, 2013 | Estate Planning, Tax, Trusts
Advisors always need to weigh the tax implications of their investment advice. This is never easy, but it can be devilishly difficult when trying to figure out all the implications of the recent fiscal cliff tax deal – including higher income tax rates, a...
by Arthur Geffen | Jan 16, 2013 | Estate Planning, Estate Planning Solutions, Estate Tax
That uncertainty has fueled a lucrative business for estate planners as the amount that their clients could transfer to subsequent generations tax-free kept threatening to drop, but only went up, as noted here. With the fiscal cliff looming at the end of 2012...
