Tax and IRA Planning

Advanced Planning = Lower Estate Taxes


Currently, up to $3.5 million of an estate’s value is exempt from Federal estate tax for deaths occurring in 2009.  In 2010, the estate tax is scheduled to expire for a period of one year,

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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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