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The Necessity of Estate Planning and Trusts

by Arthur Geffen | Aug 4, 2010 | Estate Planning Solutions, Probate, Trusts, Wills

If you don’t have a good estate plan, Uncle Sam, your state treasurer or an attorney may be the happiest beneficiaries when you die. Estate planning and trusts are ways of your family avoiding unnecessary taxation and high payments to an attorney that can erode your...

Myiris news – Live News – Why to make your Will today!

by Arthur Geffen | Aug 2, 2010 | Estate Planning Solutions, Probate, Wills

  The current generation of clients is inheriting nice big round amounts of money. However since their own salaries are far, far higher than their parents, the amounts do not look big. This means the `inheritors` may feel bitter about some inheritance...

For peace of mind, place assets in a trust – Curtis Groves, Comerica Bank

by Arthur Geffen | Aug 2, 2010 | Estate Planning Solutions, Probate, Trusts

  Trusts, wills, codicils, executors, guardians — when it comes to getting your affairs in order, this legal jargon can be overwhelming to those not familiar with the process of protecting and distributing their assets after their death. But individuals such as...

Wealth Matters – Partnerships May Aid Your Estate, but the I.R.S. Is Watching – NYTimes.com

by Arthur Geffen | Jul 31, 2010 | Estate Planning Solutions, Probate

  Family limited partnerships are primarily used to reduce the size of an estate for tax purposes. What makes them so attractive is that the value of whatever is in the partnership — buildings, a business, publicly traded stock — can be discounted because selling...

The estate tax mistake – The Boston Globe

by Arthur Geffen | Jul 30, 2010 | Estate Tax, Probate

Disney thinks there should be an Estate Tax The estate tax mistake – The Boston Globe

A Clever Estate Planning Tool That Keeps You In Control –

by Arthur Geffen | Jul 30, 2010 | Asset Protection, Estate Planning Solutions, Probate

Can a FLP really do this?   A Clever Estate Planning Tool That Keeps You In Control | Investing Answers
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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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