With gift and estate taxes in a state of flux, some experts are advising their clients to take advantage of the current gift tax unified credit to transfer up to $5,120,000 to heirs in case that amount is reduced to $1 million on January 1, 2013.
You are encouraged to con sult your legal and financial advisers regarding your personal situation.
Please advise the College if you have included Hamilton in your estate plan or completed a planned gift so you may be honored and recognized as a Joel Bristol Associate.
For more information about planned gifts at Hamilton, please call Ben Madonia ’74 or Joni Chizzonite at 866-729-0317.
