While the current state of the economy has many negatives, including depressed asset values and historically low interest rates being paid on savings, some of these negatives can be used with good estate planning to produce some amazing estate or gift tax results. These amazing results can help cushion the blow of the expected return of the federal estate tax, with the fairly low exemption and relatively high rates which are expected to return with it on January 1, 2011.
For our October 2010 newsletter, we have prepared a short article which discusses some of the techniques which can be used to great effect in these unusual times. However, please note: most of these techniques will become less potentially beneficial as the year ends, interest rates rise and the economy begins to recover. The time to act to realize the benefits of these techniques is now!
Please follow this link to download a copy of the full article:
The Time to Act is Now for Incredible Tax Planning Opportunities
If you would like to consider the techniques discussed in the article and how they may fit into your own estate plan, please contact us as soon as possible to schedule a meeting. You can either call us at (678) 720-0750 or e-mail Scarlett Ollila at sollila@morgandisalvo.com We look forward to hearing from you.
If you know someone who would like a copy of this newsletter, please have them contact us to be added to our distribution list.
– Loraine M. DiSalvo & Richard M. Morgan
