Estate Planning Update

February 2009

The current tax and economic climates have created a unique environment for estate planning. Numerous opportunities are now available to transfer wealth with little or no gift or estate tax consequences, but some of these opportunities may be short lived. Understanding how to leverage estate planning tools during this exceptional time is critical to any wealth management strategy. The following update identifies recent changes to the tax law and describes strategies to best achieve your estate planning objectives in the current marketplace.

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