by Arthur Geffen | Dec 20, 2010 | Estate Planning, Estate Planning Solutions, LGBT, LGBT Issues
Until the time comes when same sex marriages are recognized under state and federal laws in the same way as heterosexual marriages, same sex couples need to take estate planning seriously. Why? Because without an estate plan, in most places same sex couples...
by Arthur Geffen | Dec 20, 2010 | Estate Planning, Estate Planning Solutions, Estate Tax
OK, get ready because it will become available to married couples in 2011 and 2012, portability of the federal estate tax exemption between spouses. The biggest argument in support of portability is that it will prevent married couples from having to create...
by Arthur Geffen | Dec 20, 2010 | Income Tax
The extension of current income-tax rates gives wealthy taxpayers the equivalent of an interest-free loan if they convert a regular Individual Retirement Account to a Roth by Dec. 31 Tax Passage Gives U.S. Wealthy Interest-Free Loans for Roth IRA Transfers...
by Arthur Geffen | Dec 16, 2010 | Estate Planning, Estate Planning Solutions
RTN The Favourite Free Newspaper For The Costa Blanca, Costa Calida – Death and taxes: Avoiding both in 2011
by Arthur Geffen | Dec 16, 2010 | Estate Tax
The House Democrats are pushing to amend the estate tax deal in the compromise — which may blow up the whole deal. That sort of risk might be worth it for a major amendment to the policy, but that’s not really what the House is offering up here....
