ESTATE PLANNING

Revocable Living Trust?             Living Will?               Pre-Need Guardian?

Durable Power of Attorney?       Pour-Over Will?         Health Care Surrogate?

Sounds confusing?  Getting advice from neighbors, friends or other non-legal acquaintances can be costly... to you and to your loved ones. One source of concern is Estate Tax. The amount of the estate tax exemption depends on the year of death:

Year of Death	Estate Tax Exemption
2006 – 2008	$ 2 million
2009	$3.5 million
2010	No Estate Tax
2011	$1 million*

* (unless Congress extends repeal)

If you or your spouse expect the estate may owe the tax, there are sophisticated measures one can take to minimize, or in some cases even void, this tax!

Contact our office for an in-depth review of your estate plan.

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