January 20, 2011

Estate Planning in 2011 and 2012: Opening the Window of Opportunity

Daily Tax Report
Edward F. Koren
Private Wealth Services Partners Milford Hatcher and Edward Koren authored a Daily Tax Report article titled "Estate Planning in 2011 and 2012: Opening the Window of Opportunity."

The new year has arrived, and all of the favorable estate, gift, and generation-skipping transfer tax provisions of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 are now in effect, or lapsed at the end of 2010. In the article, Mr. Hatcher and Mr. Koren discuss the planning opportunities presented by the Tax Relief Act of 2010 during the two-year remaining window, 2011 and 2012, and when and how to take advantage of them. To view the full article, please visit the link below.

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