by Arthur Geffen | Nov 4, 2010 | Estate Planning
LOVE, Erich Segal wrote in 1970, means never having to say you’re sorry. The same can be said about the money amassed by the baby-boomer generation in the last four decades, or about their heirs’ view of it. Many parents remain reluctant to talk about how much...
by Arthur Geffen | Nov 4, 2010 | Estate Planning
The hard part has little to do with whatever money will be parceled out when the time comes. It will take far longer, probably the next two or three decades, if not until the end of our lives, to accomplish our more important inheritance goals. That is because...
by Arthur Geffen | Nov 2, 2010 | Estate Planning
While many of us like to think that we’re immortal, the old joke is that only two things in life are for sure: death and taxes. Not only is it important that you have a plan in place in the unlikely event of your death, but you must also implement your...
by Arthur Geffen | Oct 27, 2010 | Estate Planning Solutions
There is a school of thought that suggests that if the exemption equivalent falls back to $1,000,000 next year that couples with a combined estate in excess of $2,000,000 are the only ones that need to worry about estate planning. WRONG!!!!. This fails to take into...
by Arthur Geffen | Oct 27, 2010 | Income Tax
Tax breaks aren’t just for the rich, and they probably never were. Deductions, credits and other ways to cut your tax bill have long been available to taxpayers in all brackets.<u1:p> (Learn the logic behind the belief that reducing government...