Posted on January 31, 2009 by Greg Herman-Giddens

Estate Still Over $3.5 Million? Now is the Time to Plan

The estate tax exemption is up (to $3.5 million) and portfolios are down.  However, for those whose estates are still above $3,500,000, now is the perfect time to transfer wealth to younger generations.  Interest rates are low, and the tax laws may never be more favorable.  See Tough Times Are Good Times to Trim Estates on the WSJ website.

Tags: , ,
Trackbacks (0) Links to blogs that reference this article Trackback URL
http://www.ncestateplanningblog.com/admin/trackback/110171
Comments (0) Read through and enter the discussion with the form at the end
Post A Comment / Question Use this form to add a comment to this entry.







Remember personal info?
Send To A Friend Use this form to send this entry to a friend via email.