by Arthur Geffen | Aug 20, 2012 | Estate Planning, Estate Planning Solutions
Keeping tabs on the estate-planning rules during the past few years has been a little like watching Olympic-level table tennis: The action moves quickly, and it’s difficult to keep up. The amount of assets that could pass estate-tax-free drifted upward...
by Arthur Geffen | Aug 16, 2012 | Estate Planning, LGBT, LGBT Issues
A federal court found that the Defense of Marriage Act’s (DOMA) denial of equal benefits to same-sex couples violates the Equal Protection Clause of the Fifth Amendment, and awarded reimbursement for a tax bill paid on estate taxes to the surviving spouse of a...
by Arthur Geffen | Aug 9, 2012 | Estate Planning
Nearly 2.5 million Americans die each year, and many haven’t signed the basic documents needed to protect loved ones. But let’s say you took this important step. How often do you need to revisit your estate plan? When Should You Redo Your Will? –...
by Arthur Geffen | Aug 9, 2012 | Estate Planning
Nearly 2.5 million Americans die each year, and many haven’t signed the basic documents needed to protect loved ones. But let’s say you took this important step. How often do you need to revisit your estate plan? When Should You Redo Your Will? –...
by Arthur Geffen | Jun 30, 2012 | Estate Planning, Estate Planning Solutions
Good Article The past several months have seen a torrent of articles, newsletters and bulletins summarizing the present situation concerning estate planning. It is time to step back, simplify (to the extent possible) and clearly analyze the present and future estate...
by Arthur Geffen | Jun 28, 2012 | Estate Planning, Estate Planning Solutions, Estate Tax
To hear estate planners and “death tax” opponents tell it, a crisis looms. Unless Congress acts by Dec. 31, the amount exempt from the federal estate tax will drop from $5.12 million to $1 million and the number of estates subject to the tax will jump 16-fold...
