Sheppard, Brett, Stewart, Hersch, & Kinsey, P.A. Attorneys at Law

Monthly Archives: May 2009

House and Senate Agree on Estate Tax Reform

Members of a House and Senate negotiating committee have worked out a compromise resulting in permanently keeping the estate tax at 2009 levels. Specifically, individuals can exempt $3.5 million from taxes (up to $7 million for married couples who have engaged in proper estate tax planning) with amounts above the exemption taxed at a 45 [...]

How To Maximize the Inheritance

Did you know that with the exact same assets and the exact same beneficiaries, your estate plan may pay out significantly different amounts to your beneficiaries? In other words, the structure of your estate plan can make all the difference in the world to how much Uncle Sam gets as opposed to how much your [...]