Carpe Diem (Seize the Day)

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.

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