by Arthur Geffen | Oct 5, 2010 | Estate Tax
The consequence of the year with no estate tax. another gotcha! But if this loving son thought he’d stand to cash in if his father died this year, he might be in for an unpleasant surprise. It is true that, thanks to Senate gridlock, the estate tax has...
by Arthur Geffen | Oct 4, 2010 | Charitable Gifts, Estate Planning, Pets
What a fantastic story to emerge on World Animal Day! A Southport man has left £1.4 million to three animal charities in his last will and testament, Gordon Hardy died aged 83 after living life as a pauper. Trustees of his estate, Brown Turner Ross solicitors...
by Arthur Geffen | Oct 1, 2010 | Income Tax
The nonpartisan Congressional Budget Office estimated earlier this year that eliminating payroll taxes was roughly two to four times more effective in spurring economic activity than a reduction in income taxes, the policy option that’s getting most of...
by Arthur Geffen | Sep 30, 2010 | Estate Planning Solutions, Trusts
Sham trusts and trust scams are usually sold at high pressure seminars, by door-to-door salesmen, and on the internet. In some cases, they are recommended by well meaning but poorly informed CPA’s, financial advisors, friends, or business acquaintances. The...
by Arthur Geffen | Sep 28, 2010 | Income Tax, Retirement Planning
The average balance in an IRA would fund less than two years of retirement for the average American and represents not much more than 5% of the income a person needs to maintain a decent standard of living. Ten IRA Tasks To Do Before The Year Ends
