Tag Archives: $5 million dollar exemption
2011 Key Tax Planning Numbers pic

2011 Key Tax Planning Numbers

by on 5:28 pm in Estate Planning

  Here are your  2011 Key Tax Planning Numbers to get a head start on the new year.  This piece lists key figures for 2010 and 2011 in the following planning areas: Individual income tax planning Investment planning Education planning Retirement planning Business planning Estate planning Protection planning Government benefits See Your 2011 Key Planning [...]

Read full story • Comments { 1 }
Uncle Sam

The New Estate Tax Rules: Your Plan for 2011

by on 4:27 pm in Estate Planning

Congress approved a new Estate Tax law last Thursday, December 17 2010 after nearly a year of speculation about its future. The new rules provide for a $5 million dollar exemption with a top tax-rate of 35%. This is obviously a far cry from the $1 million dollar exemption and 55% maximum rate originally scheduled [...]

Read full story • Comments { 0 }