by Arthur Geffen | Jan 28, 2013 | Estate Planning Solutions, Estate Tax, Inheritance Tax
Think you don’t have to worry about estate taxes because of the new generous federal estate tax law? Not so, for families in 21 states and the District of Columbia where separate state levies are still a big concern. Where Not To Die In 2013 –...
by Arthur Geffen | Jan 16, 2013 | Estate Planning, Estate Planning Solutions, Estate Tax
That uncertainty has fueled a lucrative business for estate planners as the amount that their clients could transfer to subsequent generations tax-free kept threatening to drop, but only went up, as noted here. With the fiscal cliff looming at the end of 2012...
by Arthur Geffen | Jan 10, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
The New Year’s Day fiscal cliff bill, which ended an 11-year period of uncertainty about estate tax exemptions and rates, also made permanent a wonderful break for widows and widowers that was set to expire after a two-year introductory period. Starting...
by Arthur Geffen | Jan 7, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
The last-minute tax deal cobbled together in Washington contained several key elements for estate planning. Now advisors can break the good news to wealthy clients: Permanence The estate and gift tax provisions of the American Taxpayer Relief Act of 2012 are...
by Arthur Geffen | Jan 3, 2013 | Estate Attorney, Estate Lawyer, Estate Planning, Estate Planning Solutions, Estate Tax
Now that the fiscal cliff has been averted — at least temporarily – there is widespread confusion about the effect on estate planning of the 11th hour tax law passed by the Senate on New Year’s Eve, and by the House of Representatives one day later. Mostly what...
by Arthur Geffen | Sep 19, 2012 | Estate Planning, Estate Planning Solutions, Trusts
"Put not your trust in money, but put your money in trust," counseled Oliver Wendell Holmes more than 100 ago. The advice remains sound today — depending, of course, upon whether you know how to choose the appropriate trust for your...
