by Arthur Geffen | Feb 9, 2026 | Tax
IRS warning: 2 tax credits will delay your refund Filers who claim two key tax credits will have to wait to receive their refunds, according to the Internal Revenue Service. Filers who claim the Earned Income Tax Credit and Additional Child Tax Credit will have to...
by Arthur Geffen | Jan 8, 2026 | Dallas Probate Lawyer
Estate and gift tax exemption will rise to $15 million in 2026. Here’s what to know For more click here https://www.msn.com/en-us/money/realestate/estate-and-gift-tax-exemption-will-rise-to-15-million-in-2026-here-s-what-to-know/ar-AA1TFGcW Arthur H. Geffen...
by Arthur Geffen | Aug 22, 2024 | Dallas Probate Lawyer
Don’t Be Tempted By Pop-Up Estate Planning Schemes Stick with the basics when preparing for the high exemption sunset. With football season and the end of the estate tax exemption fast approaching, I thought it would be a good time to get back to basics. I bring this...
by Arthur Geffen | Aug 22, 2024 | Dallas Probate Lawyer
3 Recent Estate Tax Court Cases On Split-Dollar Life Insurance Under a split-dollar life insurance arrangement, a third party pays the insurance premiums on an insured person but maintains a right to reimbursement of some or all of the premiums. Although these...
by Arthur Geffen | Aug 22, 2024 | Dallas Probate Lawyer
Traveling to Die: The Latest Form of Medical Tourism: In the 18 months after Francine Milano was diagnosed with a recurrence of the ovarian cancer she thought she’d beaten 20 years ago, she traveled twice from her home in Pennsylvania to Vermont. She went not to...