Time is Running Out on Historic Estate Planning Opportunity


THE OPPORTUNITY: On December 17, 2010, Congress and President Obama set the exemption from gift tax at $5 million (adjusted by cost-of-living factors; for 2012, the exemption amount is $5.12 million). This exemption had never been higher than $1 million. This historically high gift tax exemption allows you to transfer up to the exemption amount to your intended beneficiaries without triggering gift tax.

KEY MESSAGE – ACT NOW: This exemption amount, as well as the exemption amount from estate tax, is set by law to return to $1 million on January 1, 2013, unless Congress acts. So, if you want to take advantage of this limited time opportunity, you must act now.

Please see full alert below for more information.

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