Estate Tax Exemption Likely to Remain at $3.5M
Posted in Estate Planning, High Net Worth Clients, Living Trusts on Apr 8th, 2009
The Wall Street Journal and other sources have reported that President Obama wants to freeze the estate tax credit at its current level. This means that estates with less than $3.5 million in value can be transferred free of the estate tax at death. In other words, the vast majority of us (98%) won’t have [...]
