Proactively Plan For Your Estate While Tax Laws Still Benefit Donors and Heirs

Forbes Magazine

Retirement and estate planning for older family members leaving the company can be a complex process. The author explains the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (TRA 2010) that affects the federal estate taxes, generation-skipping transfer taxes, and gift taxes for the 2012 tax year and gives married couples portability of the federal estate tax exemption when a spouse passes away in 2012.

Why Is This Relevant To The Midmarket: 

Retirement and estate planning is necessary within midmarket family businesses. This article provides a proactive plan.