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Making the Most of a Gift Horse

Planning for wealth transfer in 2012

In 2010, American taxpayers received a timely and unexpected “gift” from the federal government — an opportunity to transfer wealth through the end of 2012 under a “relaxed” statute.

To help you learn about this opportunity as you consider your own wealth planning decisions, we have prepared a series of three articles that examines the current wealth transfer environment under the 2010 Act. Explore the series below and the related Deloitte Insights video podcast featuring more details on the opportunity. If you would like to receive email updates on additional materials for wealth planning,  subscribe here.

Explore the opportunities

Your wealth opportunity... scratch that, imperative
How the current wealth transfer tax evolved and some provisions that provide particular planning opportunities prior to end of 2012.

Put this gift horse to work... while you still can 
Some planning opportunities and considerations that you and your advisors may want to explore while you still can.

When the opportunity goes away, so may the certainty 
Explore a few more planning options, and look ahead to the increasingly murky wealth-transfer tax environment beyond 2012.

Wealth planning: Seizing the opportunity in 2012
Wealth transfer tax rates are expected to rise dramatically in 2013, which means the time is now to take advantage of tax opportunities.


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