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Alabama has new marriage form – ‘first listed spouse’ and ‘second listed spouse’ | AL.com

by Arthur Geffen | Feb 6, 2015 | LGBT, LGBT Issues

  Alabama’s attorney general is still holding out hope that the U.S. Supreme Court will block gay marriages in the state, but the Department of Public Health is prepared. The department today will send new marriage forms to probate judges in 67 counties....

For Gay Clients, DOMA Ruling s Financial Impact | On Wall Street

by Arthur Geffen | Aug 6, 2013 | DOMA, LGBT, LGBT Issues

  When New York residents Mark Strong and Craig Partin married in New York last October, their marriage wasn’t recognized by the federal government. So the duo took extra planning steps to make sure either spouse could afford the estate tax on what he would...

Terry Savage: Same-Sex Marriage… and Money!

by Arthur Geffen | Jun 27, 2013 | LGBT, LGBT Issues

  The Supreme Court’s decision allowing legally married gay couples to access federal benefits opens up an entirely new area of financial planning for gay couples. Everything from estate planning to Social Security to income tax returns and retirement...

Supreme Court strikes down Defense of Marriage Act, paves way for gay marriage to resume in California – NBC Politics

by Arthur Geffen | Jun 26, 2013 | Health Care, Income Tax, LGBT, LGBT Issues

A CONSERVATIVE DECISION YESTERDAY, A LIBERAL DECISION TODAY.  ALL KIND OF SOLOMONESQE FOR ME.   BUT IT IS WHAT WAS PREDICTED. Supreme Court strikes down Defense of Marriage Act, paves way for gay marriage to resume in California – NBC...

DOMA challenged in estate tax case, one of the battlegrounds over the law – U.S. News

by Arthur Geffen | Sep 28, 2012 | DOMA, LGBT, LGBT Issues

  As same-sex couples wait for the Supreme Court to decide if it will hear one of five challenges to a law that bans federal recognition of gay marriage, opening arguments were heard Thursday in one such case in New York. The case before the U.S. 2nd Court of...

octogenarian lesbian widow in New York, is going toe-to-toe with the House Republicans on the – Democratic Underground

by Arthur Geffen | Sep 10, 2012 | Estate Planning, Estate Planning Solutions, LGBT, LGBT Issues

  Several challenges to the Defense of Marriage Act could reach the Supreme Court within the next year, but only one involves the estate tax that surviving same-sex spouses are forced to pay when a partner dies. The consequences can be severe, as Edith Windsor,...
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Blog Posts

  • IRS warning: 2 tax credits will delay your refund February 9, 2026
  • Estate and gift tax exemption will rise to $15 million in 2026. Here’s what to know January 8, 2026
  • Don’t Be Tempted By Pop-Up Estate Planning Schemes August 22, 2024
  • 3 Recent Estate Tax Court Cases On Split-Dollar Life Insurance August 22, 2024
  • Traveling to Die: The Latest Form of Medical Tourism August 22, 2024

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