by Arthur Geffen | Jan 27, 2011 | Estate Planning
Courts and legislatures around the United States are being asked to address how to give survivors the right to close accounts and retrieve information about their loved ones, if there is no specific mention of it all in a will or living trust document. The name...
by Arthur Geffen | Jan 27, 2011 | Estate Planning
Have you just gotten married? Had kids? Gotten an inheritance? Many people put together a first estate plan because of one of these triggers. Others are inspired to sign their first, overdue will after a friend dies, or when they’re planning for a trip...
by Arthur Geffen | Jan 18, 2011 | Income Tax, IRS
At a press conference Monday, former Swiss bank executive Rudolf Elmer handed WikiLeaks’ Julian Assange two discs that he says contain details on more than 2,000 people who evaded income taxes, legally or otherwise, through offshore banking. The list...
by Arthur Geffen | Jan 18, 2011 | Estate Tax, Offshore
JUST IN CASE YOU HAVE A DUAL CITIZENSHIP, YOU MAY WANT TO CONTACT YOUR ADVISOR! The US federal estate tax began applying on US assets of Israeli citizens on January 1, 2011. The tax can reach a maximum of 45% on the transfer of a deceased person’s assets to his...
by Arthur Geffen | Jan 17, 2011 | Income Tax, LGBT, LGBT Issues
A decision in May by the Internal Revenue Service that was hailed as a step toward equality for same-sex couples has instead become a headache for tens of thousands of gay and lesbian families in California. Same-sex couples who are registered domestic partners...
