by Arthur Geffen | Apr 14, 2015 | Funeral
The body of the tiny 78-year-old woman, gray hair falling over stiffened shoulders, was brought to a hillside at Western Carolina University still clad in a blue hospital gown and chartreuse socks. She was laid on a bed of wood chips, and then more were heaped...
by Arthur Geffen | Apr 9, 2015 | Beneficiaries, Estate Planning, Estate Planning Solutions
Here’s your challenge — and please don’t delay. Right now, today, check with the trustees of all 40l(k), IRA and insurance policies to make sure you have updated and named the beneficiary you really want to receive the money! Changing...
by Arthur Geffen | Apr 7, 2015 | Estate Planning, Estate Planning Solutions
Every Estate Plan is different, but the following is a list of seven ESSENTIAL Documents that should comprise yours: Will Durable General Power of Attorney Durable Medical Power of Attorney Physician’s Directive or Living Will HIPAA Release Designation of...
by Arthur Geffen | Apr 1, 2015 | Income Tax
Every year, the IRS adjusts more than 40 tax provisions for inflation. This is done to prevent what is called “bracket creep.” This is the phenomenon by which people are pushed into higher income tax brackets or have reduced value from credits or deductions due to...
by Arthur Geffen | Mar 25, 2015 | DSUE, Portability
It is about time that this happens. In a letter to IRS Commissioner John Koskinen and other IRS officials on March 19, Troy Lewis, chair of the AICPA Tax Executive Committee, requested that the IRS provide relief to surviving spouses who want to elect portability of...
