by Arthur Geffen | Feb 10, 2011 | Estate Planning
WHEN Robert Hassler of Larchmont, N.Y., went to see a lawyer last fall about devising an estate plan, he received two pieces of unexpected advice: wait until Congress enacted changes in tax law, which it did in December, and remain flexible in your planning, so...
by Arthur Geffen | Feb 9, 2011 | Estate Planning, Estate Planning Solutions
How would you describe your home? Is it your castle? A nest egg? An investment or source of income? Your children’s inheritance? Do you own more than one property? Are you considering buying a second or third property as an investment for your family? Are you set to...
by Arthur Geffen | Jan 27, 2011 | Estate Planning
Courts and legislatures around the United States are being asked to address how to give survivors the right to close accounts and retrieve information about their loved ones, if there is no specific mention of it all in a will or living trust document. The name...
by Arthur Geffen | Jan 27, 2011 | Estate Planning
Have you just gotten married? Had kids? Gotten an inheritance? Many people put together a first estate plan because of one of these triggers. Others are inspired to sign their first, overdue will after a friend dies, or when they’re planning for a trip...
by Arthur Geffen | Jan 11, 2011 | Estate Planning
Now is not the time to sit back and do nothing! Still, the temporary change hardly spells the end of estate tax advice. The package is a two-year fix, and political battles are certain to ensue over changes after that. What’s more, the fix is not a carte blanche to...
by Arthur Geffen | Jan 6, 2011 | Estate Planning
Nearly two-thirds of nursing home patients have advance directives, documents allowing people to make end of life decisions when they might not be able to speak for themselves, a government study shows. Study: Blacks less likely to have living wills, medical...
