Trusts & Estates

read
Trusts & Estates

Carpe Diem (Seize the Day)

By: Kevin D. Quinn, J.D.

The current environment has created a “perfect storm” of opportunity to preserve and protect family wealth:

  • An unprecedented $5.25 million gift, estate and generation skipping exclusion.
  • Financial and real estate markets are likely still artificially depressed by uncertainty.
  • The 2012 Tax Relief Act left several very powerful tools used by estate planners untouched. These allow taxpayers to legitimately leverage the $5.25 million gift and estate tax exemption, and transfer many times this basic exclusion without gift or estate tax.
  • Interest rates are still near historic lows.
  • Many of the estate tax planning techniques employed today also offer wealth holders significant asset protection opportunities.

    To read more about this "perfect storm" to protect your clients' estate plans, please complete 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

    gifIrrevocable 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