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Estate and Gift Planning  Ten Reasons to Plan Now

Author:  Kenneth A. Goldstein.

Source: Volume 27, Number 01, Fall 2009 , pp.81-85(5)

Journal of Taxation of Investments

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To closely paraphrase Charles Dickens, “it is the best of times, it is the worst of times.” With the economy still unsteady, the attorneys in our firm are often asked by clients whether they should wait to do income, estate, and gift planning. With respect to planning, we think “the best of times is now” and “there’s no time like the present.” The reasons for our view are as follows.

Keywords: Transfer Tax Planning; Interest Rates; Tax Reform; Probate

Affiliations:  1: Horwood Marcus and Berk Chartered.

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