Use that GIFT Exemption NOW

The current federal gift tax exemption amount is $5.12m.  It truly is a gift. I had the pleasure of speaking about this topic to a group of high net worth individuals at Granite Bay Country Club last night. The current federal gift exemption is unprecedented and it’s set to expire December 31, 2012. Our office does a lot of high net worth estate planning. Using the exemption now is crucial to good planning!  There are some great options including setting up a family dynasty trust.  Let’s talk NOW to see what your options are to keep the money in your family rather than Uncle Sam’s family!   -John

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