Client Alert

A 2009 Estate Planning Outlook

January 05, 2009

Megan Genovese and Renee M. Gabbard

With a newly elected President taking office in 2009 and unprecedented economic times, a review of your estate plan is warranted. The current low value economic climate also presents opportunities for wealth transfer without exposure to significant, if any, tax liability.

This special 2009 client alert highlights future and potential changes to the tax code, with an emphasis on estate planning.

Click here for a PDF of the full text

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