Your Estate and Taxes
As you evaluate the size of your estate, by necessity, your thoughts will turn to taxes. The two are inextricably intertwined, sometimes in very complex ways. Once an estate surpasses the per-person applicable exclusion amount of $2,000,000 (for 2008), federal estate tax rates climb rapidly, to as high as 45%. The amount you can transfer tax free at death will increase to $3.5 million in 2009, and in 2010, the federal estate tax will be repealed for exactly one year. Unless Congress takes further legislative action, in 2011, the estate tax will return at levels in effect prior to 2001. Take steps now to plan an effective strategy to help minimize the estate tax burden for your heirs.
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The Resource Group

Amidst the many changes that can affect your financial situation - political unrest, regulatory changes and economic fluctuations, to name just a few - one thing remains constant: the greater the intellectual capital at your disposal, the greater the likelihood that the right strategies can be implemented to help you meet your financial needs and objectives.

The Resource Group is an alliance of top tier professionals within the Lincoln Financial Group organization, connected by a common link of membership, camaraderie and caliber. Membership in The Resource Group is by invitation only, which helps protect our reputation as having the best minds within Lincoln Financial.

By choice and with confidentiality, we share intellectual capital. We interact frequently through study groups and private conferences, constantly sharing ideas about new techniques and strategies. On behalf of our valued clients, we reach out to fellow advisors to learn what's new, better or different that we can offer you.

As an elite member of The Resource Group, I look forward to providing you service and solutions that are among the most cutting-edge in the industry.