by Arthur Geffen | Nov 17, 2023 | Dallas Probate Lawyer
The IRS has announced the annual inflation adjustments for the year 2024, including tax rate schedules, tax tables and cost-of-living adjustments. These are the official numbers for the tax year 2024—that begins Jan. 1, 2024. They are not the numbers that you’ll use...
by Arthur Geffen | Mar 31, 2023 | Dallas Probate Lawyer
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by Arthur Geffen | Mar 15, 2023 | Estate Planning, Estate Planning Solutions, Estate Tax, Wealth Planning
A bear market in stocks may be painful, but it can create the right circumstances for estate planning. Last year, U.S. stocks reached bear market territory, which is defined as a drop of 20% in value from recent record highs. The markets aren’t out of the woods just...
by Arthur Geffen | Feb 9, 2023 | gr, Grantor Trust
Grantor trusts are groovy. They have so many potential benefits that they are the cornerstone of many, maybe even most estate plans. Grantor trusts let you transaction business with your trust without triggering gain for income tax purposes. Rev. Rul. 85-13. So, you...
by Arthur Geffen | Jan 4, 2023 | Charitable Gifts, Trusts
Every taxpayer’s financial situation is unique, and some donors may be looking for a more sophisticated approach to charitable giving. A charitable remainder trust (“CRT”) can be an effective tool for accomplishing your philanthropic goals while also creating a source...
