Planned Giving articles
- Unintended Consequences
On Monday, August 8, the independent ratings agency Standard and Poor’s announced a rating downgrade of the US. AAA rated insurers to AA+ with a negative outlook. This action was a result of the previous | Read More »
- Tax Rates for 2011
Gift & Estate Tax Exemptions Year Gift Exemption Estate Exemption Top Rate 2011 $5,000,000 $5,000,000 35% 2012 $5,000,000 $5,000,000* 35% Notes: 2012 estate exemption is indexed for inflation. The annual exclusion in 2011 is $13,000. | Read More »
- Gift and estate taxes in 2011 and 2012
As you may know, last week the President and Congress worked to enact a tax compromise. In part, the compromise impacts estate and gift tax planning. For tax years 2011 and 2012, the federal estate | Read More »
- Extend, Rejigger or Sunset the Bush Tax Cuts–Planning for Your 2010 Transformational Gift
We believe Americans are more worried than ever about the future. Some see the challenge as poor and receding growth, a steady rate of unemployment, record deficits and a sovereign debt that makes us—to some—one | Read More »
- Tax Rates for 2010
NOTE This information is out of date. See our information on exemptions for gifts and estate planning and personal income tax rates in 2011. Given the delays in passing healthcare reform, the Senate did not | Read More »
