The Increased Exemption Creates Opportunity

On Jan. 1, 2009, the federal estate tax applicable exclusion amount jumped from $2 million to $3.5 million the most significant increase since the passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA).

On Jan. 1, 2009, the federal estate tax applicable exclusion amount jumped from $2 million to $3.5 million — the most significant increase since the passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA).

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