Blog – “Altman Speaks”

Significant 2009 Estate Tax Law Changes


hese changes in the law provide an ideal opportunity to review your current estate plan: Federal Estate Tax The federal exemption for estate tax has increased from $2,000,000 to $3,500,000 for 2009. The estate tax

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Top Ten Year-End Estate Planning Tips


1. Use It or Lose It — Use Your Annual Exclusion   The annual gift tax exclusion amount is the amount a person can gift to any number of recipients without a gift tax consequence.

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