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Year End Planning Ideas

At the stroke of midnight on December 31, 2004, we will usher in a new year and say goodbye to the old.  We may continue to relive the events of 2004, like the Red Sox winning the World Series after 86 years and the Presidential election of 2004.  But we will also be saying farewell to unused annual exclusions and generation skipping tax exemptions at the end of the year.  While you plan your resolutions for the new year, you can also make sure that your legacy continues for generations by setting up a gifting program and implementing a dynasty trust.

To learn more take a look at our new Year End Planning Brochure and for now planning ideas.

Year End Planning Ideas

For more information, call the Advanced Markets Team at (888) 266-7498, option 3.