Category Archives: Wealth Planning Alert

A Two-Minute Self-Examination Concerning Your Estate Planning

Written by

Is it time to revisit your estate plan? Our Wealth Planning Group asks 10 questions to help you decide.

This advisory is provided on the Alston & Bird website: www.alston.com/advisories/two-minute-checklist

Wealth Planning Alert: Taking Advantage of Tax Exemptions Before They May Expire on December 31, 2012

Written by and
Attached is a link to a recently prepared Wealth Planning Alert titled “Taking Advantage of Tax Exemptions Before They May Expire on December 31, 2012.” The 2010 federal estate and gift tax law provided good news for wealthy taxpayers: a lower maximum tax rate of 35%; estate, gift, and generation-skipping transfer tax exemptions of $5 million ($10 million for a married couple); and estate and gift tax “exemption portability,” which allows a surviving spouse to increase his or her own lifetime exemption by the exemption a predeceased spouse never used. However, these favorable [...]Read more