by Arthur Geffen | Jun 18, 2012 | Estate Planning, Estate Planning Solutions
TIME IS RUNNING OUT! This may seem like an odd time to bring up President Obama’s proposed budget for 2013, released last February, but a recent blog post on Nerd’s Eye View reminded me that there are only a few months to go before a popular trust strategy — the sale...
by Arthur Geffen | Jun 12, 2012 | Dynasty Trusts, Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
Those who manage the wealth of the rich and super-rich are warily eyeing an Obama administration budget proposal for 2013 that would require people who create trusts, known as grantors, to include the assets of their trusts in their own estates for estate tax...
by Arthur Geffen | May 29, 2012 | Estate Planning, Estate Planning Solutions, Estate Tax
Thomas Jefferson said: “There is…an artificial aristocracy founded on wealth and birth, without either virtue or talents…. The artificial aristocracy is a mischievous ingredient in government, and provisions should be made to prevent its...
by Arthur Geffen | Jan 5, 2012 | Estate Planning, Estate Planning Solutions, Insurance
What you’re worth to your family Bates says his company looks at your lifetime economic value to help you determine the amount of life insurance to buy. The formula is based on your answers to these questions: How old are you? How much do you earn before...
by Arthur Geffen | Dec 7, 2011 | Estate Planning, Estate Planning Solutions, Green Funerals
Jeff Edwards, owner of Edwards Funeral Service in Columbus, Ohio, wants to make one thing clear: He isn’t flushing your grandmother down the toilet. Funerals undergoing an eco-friendly makeover – Business – Going Green – msnbc.com
by Arthur Geffen | Oct 14, 2011 | Estate Planning, Estate Planning Solutions
Pre-nuptial agreements are fairly common in second marriages (third, fourth etc marriages also). They are particularly important when each spouse has children. Everybody remembers how the blended Brady bunch got along. Then there is real life. ...
