by Arthur Geffen | Mar 17, 2011 | Estate Planning Solutions, Pets
HAVE YOU PROVIDED FOR FIDO?? Leona Helmsley’s dog, Trouble, isn’t the only pet with an inheritance problem. According to a news report, four-legged trust-funders are becoming increasingly common, and so are the legal battles surrounding their money. Trust Funds...
by Arthur Geffen | Mar 14, 2011 | Estate Planning Solutions
I wholeheartedly disagree with this advice. The bank is definitely the WRONG place. A safe at home is definitely the wrong place, because if you are every burglarized, the first thing they will rip out of the wall is your save. Here’s what you do…...
by Arthur Geffen | Mar 9, 2011 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions
So here’s a way to help Mom and Dad if you have made a lot of money! Grantor retained annuity trusts, or GRATs, allow wealthy children to pass investment gains to their parents or grandparents without dipping into their $5 million lifetime gift-tax exemptions. “It’s...
by Arthur Geffen | Mar 8, 2011 | Estate Lawyer, Estate Planning, Estate Planning Solutions
Would you like to leave money to descendants as distant from you as you are from the Pilgrims who landed at Plymouth Rock? It’s possible, if you set up a “Dynasty Trust.” The Obama administration, however, proposed restrictions on such trusts in its recently...
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 | Feb 9, 2011 | Estate Planning Solutions
It is worth looking at this from the New Zealand Law Society so your heirs can get at your facebook, twitter, etc accouts. https://www.dallasestateattorney.com/estate-planning/checklist-for-digital-assets
