by Arthur Geffen | Nov 5, 2015 | Tax, Trusts
COMPLICATED STUFF The death of a loved one can create a lot of financial complexity. For families that have set up irrevocable trusts to facilitate the transfer of assets from one generation to another, the tax implications can be even more complicated. However, there...
by Arthur Geffen | Feb 9, 2015 | Estate Planning, Trusts
DECANTING We all know the story. Mom and dad had their trust drawn up years ago. So much of the law related to estates has changed. So much of the law related to taxes has changed. And, so much of the family’s situation has changed. But, like most, mom and dad never...
by Arthur Geffen | Nov 10, 2014 | Trusts
For many investors, trusts are an ideal way to keep portfolios safer for the long term. The hard part is knowing what kind of trusts to set up and how to do it. Trusts can protect assets from taxes and legal threats, and provide income for family and...
by Arthur Geffen | Oct 16, 2013 | Asset Protection, Trusts
Marlborough – If you’ve never considered creating a trust because you think trusts are only for multi-millionaires, think again. Trusts can preserve assets, control where assets go, ease your heirs’ access to funds, and protect privacy, said Robert Ryan, an...
by Arthur Geffen | May 2, 2013 | Estate Planning, Tax, Trusts
Advisors always need to weigh the tax implications of their investment advice. This is never easy, but it can be devilishly difficult when trying to figure out all the implications of the recent fiscal cliff tax deal – including higher income tax rates, a...
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...
