by Arthur Geffen | Jun 25, 2015 | Estate Planning, Estate Planning Solutions
A few cogent reasons for setting up revocable trusts. Millions of Americans die each year without any type of estate plan in place, and this forces their families into the court system, where they experience the high cost and time delay characteristic of probate...
by Arthur Geffen | Jun 25, 2015 | Affordable HCA
The Supreme Court on Thursday upheld the nationwide tax subsidies underpinning President Barack Obama’s health care overhaul, rejecting a major challenge to the landmark law in a ruling that preserves health insurance for millions of Americans. The...
by Arthur Geffen | Jun 16, 2015 | DSUE, Portability
On Friday, the IRS issued final rules governing the requirements for electing portability of a deceased spousal unused exclusion (DSUE) amount to the surviving spouse and the rules for the surviving spouse’s use of the DSUE amount (T.D. 9725). The final rules, which...
by Arthur Geffen | Jun 11, 2015 | Estate Planning, Executors
When you draft your will, you should name an executor. It will be up to your executor to handle all the paperwork after your death and the distribution of your assets. One possibility is to name an independent party as your estate’s executor. A bank trust...
by Arthur Geffen | Jun 10, 2015 | Estate Planning, LGBT, LGBT Issues
No matter what your familial configuration or marital status, estate planning is something every person needs to address. But the rules are complicated, and changing, for LGBT couples. And if you’re an LGBT couple operating without the legal protections and...
