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Future Returns: Turning Low Stock Prices Into a Plus for Estate Planning

by Arthur Geffen | Mar 15, 2023 | Estate Planning, Estate Planning Solutions, Estate Tax, Wealth Planning

A bear market in stocks may be painful, but it can create the right circumstances for estate planning. Last year, U.S. stocks reached bear market territory, which is defined as a drop of 20% in value from recent record highs. The markets aren’t out of the woods just...

Proposed Clawback Regs May Undermine Some Estate Planning

by Arthur Geffen | May 4, 2022 | Estate Planning, Estate Planning Solutions, Estate Tax

Recently issued proposed clawback regulations (Proposed Treasury Regulations Section 20.2010-1(c)(3)), (the proposed regs) may undermine the planning your clients completed over the past few years to address the coming reduction in the estate tax exemption or the then...

A ‘Golden’ Trifecta Offers Rare Opportunity For Advanced Tax And Estate Planning

by Arthur Geffen | Dec 9, 2021 | Estate Planning, Estate Planning Solutions, Estate Tax

Rising ExemptionsThe lifetime gift and estate tax exemption is rising to $11.85 million next year, said Cain, but there is a lot of speculation that Congress will act to cut the exemption, and in any case, the current law will cut it by nearly half at the end of 2025....

Tax Proposals of the House Ways and Means Committee: Reconciliation Bill to Target Trusts, Estates, and the Wealthy

by Arthur Geffen | Oct 6, 2021 | Estate Planning, Estate Planning Solutions, Estate Tax

Last month, the House Ways & Means Committee (the “Committee”) approved draft legislation (the “Legislation”) as part of Congress’ ongoing $3.5 trillion budget reconciliation process. The Legislation includes significant tax proposals that, if...

What Gen Z Needs To Know About Estate Taxes

by Arthur Geffen | Aug 10, 2021 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax

Despite the pandemic, many Gen Z’ers are graduating from college and setting their course for success. This is a generation of young people who know what they want out of life and have the financial literacy tools – from podcasts to online platforms – to save for...

Estate Planning in an Uncertain Time

by Arthur Geffen | Jul 20, 2021 | Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax

The inauguration festivities have wrapped up and Joseph R. Biden Jr. is the 46th president of the United States. Democrats now control both the House and the Senate but what’s next? Sweeping tax changes have been widely discussed but it is still too soon to know what...
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Blog Posts

  • Future Returns: Turning Low Stock Prices Into a Plus for Estate Planning March 15, 2023
  • Grantor Trust: Tired Of Paying Income Tax On Trust Income? February 9, 2023
  • With Rising Interest Rates, Charitable Remainder Trusts Are Gaining Popularity January 4, 2023
  • WISHING ALL A HAPPY AND HEALTHY NEW YEAR December 30, 2022
  • Chart Shows Estimated 2023 IRS Tax refund dates – When Will You Get Your Refund? December 27, 2022

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