Client Letter on Estate Tax Planning in 2010

Dear Client, What a mess Congress has created! We are now in a year where there is no federal estate tax – but hold the cheers.┬áCongress has substituted another method of taxation that will collect more taxes from many of our clients and families than the estate...

2009 Year End Planning Letter

Dear Clients: President Obama has begun to address the economy, the budget deficit, healthcare, taxes, and many other challenging issues, among them the uncertainty in the federal estate tax law. For 2009, the estate tax exclusion amount is at a historic high of $3.5...