by Arthur Geffen | Oct 16, 2013 | Asset Protection, Trusts
Marlborough – If you’ve never considered creating a trust because you think trusts are only for multi-millionaires, think again. Trusts can preserve assets, control where assets go, ease your heirs’ access to funds, and protect privacy, said Robert Ryan, an...
by Arthur Geffen | Oct 15, 2013 | Estate Planning Solutions, Life Insurance
Click the link below and continue reading Top 10 Considerations for Estate Planning with Life Insurance 1. If a life insurance policy is owned by a trust, what is the ongoing maintenance required for the strategy to succeed most effectively? a. Apply for a Tax ID...
by Arthur Geffen | Oct 3, 2013 | Income Tax, IRS
Dear Federal Income Tax, I wanted to send you this note on your 100th birthday. My, how big you’ve grown! It was on this day a century ago that President Woodrow Wilson signed a law allowing the federal government to collect income taxes on all citizens. So...
by Arthur Geffen | Sep 23, 2013 | Custodian's Duties, UGMA Accounts
http://www.estateplanning.com/post/?post_id=201 www.estateplanning.com – EstatePlanning.com
by Arthur Geffen | Sep 16, 2013 | Affordable HCA
United States citizens are required to carry minimum essential health insurance coverage beginning January 1st 2014. This is also commonly referred to as the ‘individual mandate’ and some people are exempt from this individual mandate including: • Members of...
