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States with the highest estate taxes

Posted by on Apr 18, 2014 | 0 comments

Much ink has been spilled debating and discussing the federal estate tax, but did you know that several states (including Maryland and D.C.) also have an estate tax? And that the threshold for triggering it is frequently far lower than the federal one? Read more about why you may have to do more planning for your estate than you might think. Read more

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Happy Tax Day

Posted by on Apr 15, 2014 | 0 comments

Happy Tax Day! Did it sneak up on you? Did you get a good refund this year? If so, and before you go spend it on that new big screen TV, consider saving it to set up a will and trust for your family. Email us at office@thegellerlawgroup.com to find out how to get started.

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Autism Awareness Day

Posted by on Apr 2, 2014 | 0 comments

Today, April 2nd, is Autism Awareness Day. If you have a child or relative with autism or other special needs, and they receive government benefits, you need to plan carefully for their inheritance. Inheritance of money or other property (including real estate) can be treated as increased income, and jeopardize your the individual’s status as a recipient of benefits from the government. There is a solution, however: The Geller Law Group can help you set up a special needs trust. These help to ensure that when you leave items of value to your children and loved ones with special needs, it will not disqualify them from receiving their much-needed public assistance. If this sounds like your situation and you live in MD/DC/VA/NC, email us at office@thegellerlawgroup.com by 12:00PM on Friday, April 4, we will offer you a 10% discount on a special needs trust. Please mention this post in your...

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