by Arthur Geffen | Aug 3, 2010 | Estate Planning Solutions
Estate planning gives people a charge somewhat similar to their teeth cleaning appointment at the dentist. It isn’t much to get excited about, but it is critical to your overall health or, in this case, your financial health. Going without an estate plan is the...
by Arthur Geffen | Aug 2, 2010 | Estate Planning Solutions, Probate, Wills
The current generation of clients is inheriting nice big round amounts of money. However since their own salaries are far, far higher than their parents, the amounts do not look big. This means the `inheritors` may feel bitter about some inheritance...
by Arthur Geffen | Aug 2, 2010 | Estate Planning Solutions, Probate, Trusts
Trusts, wills, codicils, executors, guardians — when it comes to getting your affairs in order, this legal jargon can be overwhelming to those not familiar with the process of protecting and distributing their assets after their death. But individuals such as...
by Arthur Geffen | Aug 2, 2010 | Estate Planning Solutions, Estate Tax
Over the past three decades, the share of income going to the richest 1 percent has doubled, notes Chuck Marr, a policy analyst at the Center on Budget and Policy Priorities in Washington. The estate tax is “some check on the exponential growth of...
by Arthur Geffen | Jul 31, 2010 | Estate Planning Solutions, Probate
Family limited partnerships are primarily used to reduce the size of an estate for tax purposes. What makes them so attractive is that the value of whatever is in the partnership — buildings, a business, publicly traded stock — can be discounted because selling...
by Arthur Geffen | Jul 30, 2010 | Asset Protection, Estate Planning Solutions, Probate
Can a FLP really do this? A Clever Estate Planning Tool That Keeps You In Control | Investing Answers
