Tuesday, March 8, 2011

2011-2012 Legacy Planning Opportunities

An opportunity to gift up to ten million to by-pass future estate tax is an incredible opportunity for those with estates in excess of one million dollars, the level that is scheduled to sunset in 2013. Legacy planner, Alan Pratt shares a quick overview of the options available to avoid estate tax on some of your current wealth and any appreciation that will occur in your lifetime.