by Arthur Geffen | Sep 8, 2020 | Estate Planning, Estate Planning Solutions, Estate Tax, Gift Tax, Gifts
The clock’s ticking for wealthy clients looking to find tax advantages when transferring assets to the next generation or selling their business—especially considering the looming, potentially watershed election. “With a possible administration change and...
by Arthur Geffen | Aug 18, 2020 | Estate Planning, Estate Planning Solutions, Estate Tax
Estate planning entails such rudimentary concepts as having documents in place, having family discussions about testamentary dispositions and bringing in the skill sets of advisors. There are still clients who may well have issues of actually incurring gift or estate...
by Arthur Geffen | Mar 16, 2020 | Estate Planning, Estate Planning Solutions
With a new decade upon us and some significant changes to our tax code, there are a number of advanced estate planning strategies that can minimize income and estate taxes and provide asset protection. Leaving a legacy A family Limited Liability Company (or LLC) is...
by Arthur Geffen | Jan 8, 2020 | Business Organizations, Estate Planning, Estate Planning Solutions
Any family business, however successful, will reach a day when ownership must change hands. A plan of succession for ownership of business interests ensures that the business will continue to operate with a minimum of disruption and can also provide tax...
by Arthur Geffen | Aug 1, 2019 | Estate Planning, Estate Planning Solutions
Estate planning has always included much more than simply strategizing about how to minimize estate taxes. Estate planning is needed to address a multitude of other nontax matters,including: Custody of minor children upon the death of their parents, as well as...
by Arthur Geffen | Jul 15, 2019 | Estate Planning, Estate Planning Solutions, Income Tax
One of the perils of being well-off is the constant risk that the federal government and/or your friendly state and local tax collectors will figure out new and different ways to snatch more of your wealth. Especially wealth that you earned the old-fashioned...
