Act by Dec. 31 to Avoid Estate Tax (click for slide show)

We now know the next President and the composition of Congress. Most likely, the historic estate and gift tax exclusions that end on December 31, 2012, will never be seen again. This may be the best opportunity in your lifetime to remove assets from your estate and forever avoid estate tax.

Watch the slide show below to learn more about what you can do in the remaining days of this year to protect your estate.

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Comments

  1. Hey Clark: Great post. For those with enough wealth and flexibility this trust may be a godsend!

  2. Thanks Steve. We are very busy doing these lifetime protection trusts, or as my client yesterday called it – early bypass trust. It’s the “have your cake and eat it to” estate tax solution.