by Arthur Geffen | Sep 30, 2010 | Estate Planning Solutions, Trusts
Sham trusts and trust scams are usually sold at high pressure seminars, by door-to-door salesmen, and on the internet. In some cases, they are recommended by well meaning but poorly informed CPA’s, financial advisors, friends, or business acquaintances. The...
by Arthur Geffen | Sep 23, 2010 | Estate Planning Solutions
Banks are often reluctant to accept powers of attorney for fear of being sued if the power of attorney isn’t valid. A certain amount of caution on the part of financial institutions is understandable. Still, some institutions go overboard, for example...
by Arthur Geffen | Sep 15, 2010 | Estate Planning Solutions
It appears that as the web proliferates, more and more people will be using the kinds of services described in this article for basic legal agreements, including wills, LLC’s, corporations, etc. I must say it is somewhat alarming since a lay person generally has...
by Arthur Geffen | Sep 14, 2010 | Estate Planning Solutions
Family limited partnerships (FLPs) have long been considered an estate-planning tool for transferring wealth at discounted values and ultimately reducing estate-tax transfer costs. With the possible repeal of the federal estate tax (maybe, maybe not), is there...
by Arthur Geffen | Sep 13, 2010 | Estate Planning Solutions
Keep your estate plan updated! What do Gary Coleman and Dennis Hopper have in common, other than being recently-deceased actors? Each left behind messy estate problems because he didn’t update his plan. It looks like attorneys will receive a nice piece of each...
by Arthur Geffen | Sep 1, 2010 | Estate Planning Solutions, LGBT
Like the overall U.S. population, roughly 80% of LGBT individuals and couples — including those residing in Massachusetts, Rhode Island, and Maine — have NO ESTATE PLAN! Their stated reasons for this are many. Some of the reasons that LGBT persons...
