Resource Center

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.

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