With President Obama signing the American Taxpayer Relief Act of 2012 on January 3, 2013, families can begin planning their estates knowing the updated terms. Now is the best time to assess the Act’s impact and evaluate tax-advantaged wealth transfer opportunities. The American Taxpayer Relief Act of 2012 permanently sets the unified gift and estate tax exemption amount to $5 million, subject to annual inflation adjustments; and permanently provides for a maximum estate ...

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