Trusts & Estates

read
Trusts & Estates

Estate Tax Environment

While there may not be an estate tax in 2010, there is no question that some form of the estate tax will return. Rather than wait to see where the estate tax exemption will eventually land, we should encourage clients to take advantage of the low interest environment that makes the above estate planning techniques ideal instruments to save on estate tax and transfer assets to children.

To learn more about the current estate tax environment and to access the article, please fill out the form below.


Complete the form to get your free guide

Related Resources

Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
Gift Trust IRT 1 thumbnail
read
Trusts & Estates

Irrevocable Trust Gifting Trust Sample

Download our Irrevocable Trust Gifting Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.

Learn More
TP Tax Reform Analysis 2017 thumbnail
read
Trusts & Estates

Tax Reform is Here: What You Need to Know to Advise Your Clients

The 2017 tax reform package is the most significant change to tax law in a generation. Find out what it means for estate planning and business clients in this in-depth thought paper.

Learn More

Get the Premier Magazine for Industry Thought Leaders