Individuals with a net worth of over one million dollars (two million for married couples), the year of 2011 is looming large. The current estate tax laws are in place to subject the value in excess of these thresholds to a federal estate tax. Although there is hope that Congress will act before these “sunset provisions” of the tax code come into play, we believe that clients should prepared for the possible reality that equity and fairness will not reign in this area.

The professionals at TWRU work with our clients and their attorney in identifying strategies that will minimize this tax on one’s accumulated net worth and to provide for the orderly transfer of these assets in accordance with the client’s desires and wishes—whether that be to family members or to charities that provide ‘for the greater good” of humanity.