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Hamilton Plans Newsletters

Ben Madonia '74
866-729-0317
315-859-4648 (fax)

Spring 2006

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.