by Arthur Geffen | Sep 2, 2010 | Estate Tax
One thing I do know is this: In a far stricter tax environment, my grandfather still managed to accumulate and pass on ample funds to make three subsequent generations very comfortable indeed. And as an inheritor I am here to tell you, the estate tax is not as...
by Arthur Geffen | Aug 27, 2010 | Estate Planning Solutions, Estate Tax, Gift Tax
All three techniques also provide the transferor with an income stream for a fixed period. Finally, all three techniques take advantage of the actual rate of return on the transferred assets as compared to the assumed rate of return utilized by the IRS to value...
by Arthur Geffen | Aug 25, 2010 | Estate Tax
Low interest rates are a bummer for investors, but if you’re serious about doing some estate planning right now, your heirs could reap a bonanza. Five Ways To Freeze Out Uncle Sam – Forbes.com
by Arthur Geffen | Aug 25, 2010 | Estate Tax
There’s no estate tax this year, but tangled new income tax rules apply. Here’s how to thread your way through the morass. Seven Steps For 2010 Heirs – Forbes.com
by Arthur Geffen | Aug 23, 2010 | Estate Tax, Income Tax
Between a rock and a hard place! No winners here! The next big issue on the congressional agenda is a real humdinger: the Bush tax cuts. Opinion: Bush tax cuts reverse party lines – Bill Schneider – POLITICO.com
by Arthur Geffen | Aug 18, 2010 | Estate Tax, Income Tax, LGBT
It may sound myopic, but as a tax lawyer for 30 years, I tend to think of taxes first in all things. Even marriage. The gay marriage debate raises big issues, but I find taxes at the front and center of them. As a number of states and the IRS move to address...
