by Arthur Geffen | Sep 10, 2012 | Estate Planning, Estate Planning Solutions
For married couples with total assets (including insurance benefits) totaling $2-$5 million, a disclaimer trust (otherwise known as a “wait and see” trust) may prove to be the simplest way for you to retain control over your assets and limit paperwork and tax...
by Arthur Geffen | Aug 20, 2012 | Estate Planning, Estate Planning Solutions
Keeping tabs on the estate-planning rules during the past few years has been a little like watching Olympic-level table tennis: The action moves quickly, and it’s difficult to keep up. The amount of assets that could pass estate-tax-free drifted upward...
by Arthur Geffen | Aug 16, 2012 | Estate Planning, LGBT, LGBT Issues
A federal court found that the Defense of Marriage Act’s (DOMA) denial of equal benefits to same-sex couples violates the Equal Protection Clause of the Fifth Amendment, and awarded reimbursement for a tax bill paid on estate taxes to the surviving spouse of a...
by Arthur Geffen | Aug 9, 2012 | Estate Planning
Nearly 2.5 million Americans die each year, and many haven’t signed the basic documents needed to protect loved ones. But let’s say you took this important step. How often do you need to revisit your estate plan? When Should You Redo Your Will? –...
by Arthur Geffen | Aug 9, 2012 | Estate Planning
Nearly 2.5 million Americans die each year, and many haven’t signed the basic documents needed to protect loved ones. But let’s say you took this important step. How often do you need to revisit your estate plan? When Should You Redo Your Will? –...
