by Arthur Geffen | Jul 7, 2011 | Estate Planning, Estate Planning Solutions
The tax legislation enacted at the end of 2010, just before we were scheduled to return to a top federal estate and gift tax rate of 55 percent and an exemption of only $1 million, provided three significant changes in the federal estate and gift tax laws: 1. A...
by Arthur Geffen | Jun 27, 2011 | Estate Planning, Estate Planning Solutions, Estate Tax, Generation Skipping Tax, Gift Tax
According to CCH, a leader in tax and accounting services and software, here’s how things will change at the end of 2012 unless, of course, Congress tinkers with the rules again: 2011-2012 2013-? Maximum Tax Rate 35% on excess over $5 million Phases in starting...
by Arthur Geffen | Jun 23, 2011 | Estate Planning
Interesting Presentation forwarded to me with no indication as to the author.Islamic Wills and EP
by Arthur Geffen | Jun 21, 2011 | Estate Planning
Every estate is unique, but each estate can be put in a category with similar estates. Those similar estates are likely to have plans that share a number of common features. So, in this visit we present the classic categories and key elements of plans that fall...
by Arthur Geffen | Jun 15, 2011 | Estate Planning, Estate Planning Solutions, IDGT
The IDGT Strategy’s Components A sale to an intentionally defective grantor trust (IDGT) is a strategy with two primary components. The first component is the IDGT. An IDGT is termed “defective” because, although a transfer of property to the trust is...
by Arthur Geffen | May 31, 2011 | Estate Planning
Estate planning isn’t dead, not by a long shot. The tax deal made in Washington in December 2010 was a major change. It should change the way many people will view estate planning. It shouldn’t make anyone ignore estate planning, but for many it should...
