by Arthur Geffen | Aug 19, 2010 | Estate Planning Solutions, Pets
If your dog doesn’t have the bona fidos to rate as one of America’s top financial planners the best way to make sure your pet is well-provided for in the event it survives you is to add a pet trust to your estate planning documents. Ultimate Pet Care: Create a...
by Arthur Geffen | Aug 18, 2010 | Estate Tax, Income Tax, LGBT
It may sound myopic, but as a tax lawyer for 30 years, I tend to think of taxes first in all things. Even marriage. The gay marriage debate raises big issues, but I find taxes at the front and center of them. As a number of states and the IRS move to address...
by Arthur Geffen | Aug 18, 2010 | Estate Planning Solutions
When Max, 62, lost his 59-year-old wife Jan unexpectedly to a heart attack, he felt totally adrift for the better part of a year. He was not in good health himself, having been diagnosed with emphysema and having already suffered one heart attack. Because of...
by Arthur Geffen | Aug 18, 2010 | Estate Tax
All bets are off — make that on — on the future of the estate tax. No one knows for sure what tax rates will apply to estates next year, or what size estates will be affected. But, some well-known tax advisers are doing a little wagering on the topic at the...
by Arthur Geffen | Aug 17, 2010 | Estate Planning Solutions
While flexibility has always been an important component of sound wealth preservation and wealth transfer planning, it is particularly important now because of the uncertainty created by the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA)....
