Estate Preparedness

Major tax legislation enacted in 2001 presents significant challenges (and opportunities) for individuals looking at the tax implications of their estate plans. Increases in the amount exempt from federal estate taxes, reduction in the income and estate tax rates and the scheduled repeal of the estate tax entirely in 2010 make it imperative that you review your plans with your advisors periodically. In 2011, the rates and exemptions revert to the 2001 tax law.

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Ben Madonia

Director of Planned Giving
866-729-0317 bmadonia@hamilton.edu

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Fred Rogers

Director of Annual Giving

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Office of Alumni Relations

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