by Arthur Geffen | Feb 25, 2015 | Estate Planning, Living Trust
Quite often, I meet with clients who say all they need is a simple will. Then we talk more about family, goals, and assets. Sometimes they are correct and all their goals can be accomplished by using a will as the centerpiece of their estate plan. However, more...
by Arthur Geffen | Aug 8, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Planning, Estate Tax, IRS, Living Trust
It is easy to find material that will tell you what a great thing it is to “avoid probate”. Maureen Mangiardi’s father, Dr. Joseph Mangiardi,managed it for the bulk of his estate. According to a recent decision in US District Court for the Southern...
by Arthur Geffen | May 13, 2013 | Estate Planning, Living Trust
A lifetime trust, also known as a living trust, can be the difference between people controlling their estate and being subject to the expense, confusion, and problems that sometimes affect unplanned estates. Nevertheless, a whole industry has grown around...
by Arthur Geffen | Feb 10, 2011 | Estate Planning, Living Trust
Passing assets outside of probate keeps them private, avoids will contests — for instance, when blood relatives are hostile toward a domestic partner or new spouse — and simplifies planning for elderly people with just one child they wish to benefit. A living...
