You Need to Act Now if You Want to Take Advantage of Certain Year-End Estate & Tax Planning Opportunities!

As noted in the News Alert we sent out on December 20, 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“2010 Tax Act”) is now the law of the land, after having been signed by President Barack Obama on Friday, December 17, 2010. What does the 2010 Tax Act mean from an estate planning perspective? Do you need to do anything now or in the near future? The answers to these questions depend on a number of factors.

Our December 2010 newsletter focuses on some planning techniques which will only be available for a short time. Please follow this link to download a copy of the full article:

You Need to Act Now if You Want to Take Advantage of Certain Year-End Estate & Tax Planning Opportunities!

We will discuss other planning issues and possibilities created by the 2010 Tax Act in future newsletters.

If you are interested in any of the techniques discussed in this newsletter, please contact us immediately, either by calling us at (678) 720-0750 or e-mailing 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

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