by Arthur Geffen | Aug 17, 2010 | Estate Planning Solutions
While flexibility has always been an important component of sound wealth preservation and wealth transfer planning, it is particularly important now because of the uncertainty created by the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA)....
by Arthur Geffen | Aug 12, 2010 | Estate Planning Solutions, Probate, Tax Solutions, Trusts, Wills
Yes, estate planning terms can be confusing, particularly since different estate planning attorneys use different terms that can mean the exact same thing. Living Trust vs. Revocable Living Trust – Do You Know the Difference?
by Arthur Geffen | Aug 12, 2010 | Asset Protection, Estate Planning Solutions
In the three years since her death, the world has learned the implications of the fact that Smith was not aware of the plans for her deceased husband’s estate. Smith’s financial situation, both before and after her death, is a cautionary tale for...
by Arthur Geffen | Aug 10, 2010 | Divorce, Estate Planning Solutions
After business hours, the American male business owner likes company … female company. My experience, as a tax planner, with guys who have lost their former brides via death or divorce could fill a book — a big book. From a tax-planning viewpoint, once the...
by Arthur Geffen | Aug 10, 2010 | Elder Law, Estate Planning Solutions
The National Institute on Aging gives three simple, but important steps to putting your affairs in order: “Put your important papers and copies of legal documents in one place. You could set up a file, put everything in a desk or dresser drawer, or just list...
by Arthur Geffen | Aug 9, 2010 | Estate Planning Solutions, Guardianship
Two diabetic strokes changed Jerry from an active older adult into someone whose blindness and lack of mobility threatened his independence and ability to live in his own home. Planning ahead can ease the process of guardianship – Fort Worth Business...
