by Arthur Geffen | Jun 26, 2014 | Estate Lawyer, Estate Planning, Estate Planning Solutions
Very Interesting 4 point article about why a living trust may be right for you. Many consumers and professionals now prefer an estate plan that uses a revocable living trust over a will as the primary estate planning document. Here are four reasons why:...
by Arthur Geffen | Jun 19, 2014 | Estate Planning, Estate Planning Solutions
As property values around the country continue to recover, many families now list their primary residence and vacation homes among their most valuable assets. As such, these homes may be excellent candidates for beneficial estate planning techniques. One of the...
by Arthur Geffen | Feb 11, 2014 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
If you meet the threshold for estate taxes, think of 2014 as a landmark year in your planning. The rules surrounding exemptions and gifts have changed, and the impact could be far-reaching for your family — perhaps more so than many planners initially...
by Arthur Geffen | Nov 13, 2013 | Estate Planning, Estate Planning Solutions
Creating an estate plan is a lot like getting into better shape. We all know we should do it, but most of us never make the first move because the task seems daunting. You will have to look elsewhere for a diet and exercise plan. But if you need an estate plan,...
by Arthur Geffen | Oct 15, 2013 | Estate Planning Solutions, Life Insurance
Click the link below and continue reading Top 10 Considerations for Estate Planning with Life Insurance 1. If a life insurance policy is owned by a trust, what is the ongoing maintenance required for the strategy to succeed most effectively? a. Apply for a Tax ID...
by Arthur Geffen | Jul 31, 2013 | Estate Planning, Estate Planning Solutions
Tony Soprano, the famous lead character on HBO’s mafia drama The Sopranos, didn’t worry much about the IRS. Apparently James Gandolfini, the actor who brilliantly portrayed the thug on the long-running drama, didn’t either. Gandolfini died of a heart attack on...
