Perspective
Nov. 3, 2010
Zero Estate Tax Planning: Many Roads to Heaven
There are many ways to completely avoid the estate tax. By Bruce Givner and Owen Kaye of Givner & Kaye.
As calendar 2010 winds to a close, people are beginning to think about Jan. 1, 2011. On that date, the 2001 version of the federal estate tax returns. What does that mean? A 55 percent estate tax and a $1 million exclusion. That is a big change both from 2010's zero percent estate tax rate and unlimited exclusion and from 2009's 45 percent estate tax rate and $3.5 million exclusion. Many jokes have been made about the "l...
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