by Arthur Geffen | Jun 27, 2014 | Estate Planning, Estate Planning Solutions, IRA
Before Leonard Smith lost his battle with cancer in 2008, he worked with his financial advisors and attorneys to make sure his children received the balance of his retirement funds when he died.A single mistake, however, thwarted his well-laid plans. Family...
by Arthur Geffen | Jun 26, 2014 | Estate Lawyer, Estate Planning, Estate Planning Solutions
Very Interesting 4 point article about why a living trust may be right for you. Many consumers and professionals now prefer an estate plan that uses a revocable living trust over a will as the primary estate planning document. Here are four reasons why:...
by Arthur Geffen | Jun 20, 2014 | Income Tax, Off Shore, Offshore
The days of hiding assets in accounts overseas are coming to an end, says the Internal Revenue Service. On Wednesday, the IRS announced changes to its 5-year-old campaign to force greater tax compliance from millions of Americans with undisclosed foreign...
by Arthur Geffen | Jun 19, 2014 | Estate Planning, Estate Planning Solutions
As property values around the country continue to recover, many families now list their primary residence and vacation homes among their most valuable assets. As such, these homes may be excellent candidates for beneficial estate planning techniques. One of the...
by Arthur Geffen | Jun 6, 2014 | IRS, Tax, Tax Solutions
Interesting article on Offers in Compromise with the IRS Alphabet Soup For Offers In Compromise (“OIC”) | TaxConnections Worldwide Tax Blog
