Passing On Family Wealth Without Making Gifts

New Wealth Transfer Opportunities. At the end of 2010, the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRA 2010 or the Act) became law. Its major purpose was to continue the “Bush tax cuts” through 2012. In the area of federal transfer taxes, however, TRA 2010 didn’t just extend those tax … Continue reading