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Reese Henry & Company, Inc.
Phone 970.925 3771
Fax 970.925.3979

Aspen Office
400 East Main Street
Aspen, CO 81611

Carbondale Office
0326 Hwy 133, Suite 200
Carbondale, CO 81623

Rare Estate and Gift Tax Planning Opportunities Due to Expire at the End of 2012
In 2012 families have what may turn out to be a ONCE IN A LIFETIME opportunity to transfer substantial assets to their heirs - up to $5 Million if you are single or $10 Million if you are married - without paying any estate or gift tax.

Unless Congress takes action before the end of this year, the current estate and gift tax exemption of $5 Million will return to $1 Million and the current top federal estate and gift tax rate of 35% will return to 55% on January 1, 2013. Now is the optimum time for us to review your situation. Please call us to discuss these unique opportunities.

Consider these questions when contemplating your estate and gift planning:

How does my current estate plan work?
  • Do I have a taxable estate?
  • How are my assets distributed amongst my heirs?
  • Will my assets be protected?
  • Will my surviving spouse have financial security?
Should I gift substantial assets in 2012?
  • Evaluate your personal goals and your personal financial security.
  • Assess whether wealth transfers would help accomplish family goals.
  • Assess the impact of your charitable giving goals.
What gifting strategies are available?
  • Review your assets to determine which ones might be appropriate for gifting ( e.g. cash flow, appreciation).
  • Consider gifting of interests in entities and utilizing trusts to maximize flexibility.
  • Design the transfers to ensure asset protection.
We look forward to hearing from you regarding these critical issues or any other topic.

Reese Henry & Company, Inc.
400 East Main Street Aspen, CO 81611
970.925 3771

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