by Arthur Geffen | Feb 10, 2011 | Estate Planning
Private placement life insurance is an investment wrapped inside an insurance policy. The Internal Revenue Code treats the taxation of insurance differently from that of investments, like stocks or hedge funds, and does not levy federal income tax or the 15...
by Arthur Geffen | Feb 10, 2011 | Estate Planning
WHEN Robert Hassler of Larchmont, N.Y., went to see a lawyer last fall about devising an estate plan, he received two pieces of unexpected advice: wait until Congress enacted changes in tax law, which it did in December, and remain flexible in your planning, so...
by Arthur Geffen | Feb 9, 2011 | Estate Planning, Estate Planning Solutions
How would you describe your home? Is it your castle? A nest egg? An investment or source of income? Your children’s inheritance? Do you own more than one property? Are you considering buying a second or third property as an investment for your family? Are you set to...
by Arthur Geffen | Feb 9, 2011 | Estate Planning Solutions
It is worth looking at this from the New Zealand Law Society so your heirs can get at your facebook, twitter, etc accouts. https://www.dallasestateattorney.com/estate-planning/checklist-for-digital-assets
by Arthur Geffen | Feb 8, 2011 | Estate Planning Solutions
Checklist for Digital Assets Identify your “digital assets”. What online accounts and information do you have stored online. Which ones are important to you or your family and friends? What do you want to happen to each of these assets after your death?...
