Federal Estate Tax

WEALTH STRATEGIES COLLABORATIVE

Federal Estate Tax

The Federal Estate Tax has been in flux for several years. Current law provides for the exemption amounts and top tax rates shown in the chart. Note that in 2010, while there is no estate tax, a capital gains may be applicable to certain assets and/or certain estates. Speculation is that Congress is unlikely to eliminate the estate tax altogether, despite public disdain for the "death tax".

Year	Exemption	Top Tax Rate
2007	$2 million	45%
2008	$2 million	45%
2009	$3.5 million	45%
2010	NA	0%
2011	$1 million	60%

ESTATE TAX IN THE NEWS

Check out the most recent news articles on the estate tax and estate planning on my News page - current articles and information gathered from a variety of online news and information sources. Click here.

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© 2008 Lori Adasiewicz. The information contained in this website does not constitute legal advice or create an attorney-client relationship. It is presented for general informational purposes and what any individual client or situation may require depends largely on the facts of each particular case. Please contact our office for a consultation regarding your specific situation.