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Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for December, 2013

Using the GST tax exemption to build a dynasty

by Antoinette Bone on Dec 10, 2013 Posted on Our Blog

This is the follow-up to the last posting on portability If you wish to preserve your wealth for generations to come, you’ll need to leverage your generation-skipping transfer (GST) tax exemption. Like the estate and gift tax exemption, the GST tax exemption stands at an inflation-adjusted $5.25 million, thanks to the American Taxpayer Relief Act […]

One of the significant changes under the American Taxpayer Relief Act of 2012 (ATRA), signed into law back in January, was to make estate tax exemption “portability” permanent. When one spouse dies, portability allows the surviving spouse to use the deceased spouse’s unused exemption amount. This means that married couples can now maximize the benefits […]