Annual Estate Plan Updates

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2008 Estate Planning Update

Quinn DeAngelis, P.C. Kierland Business Center 15849 N. 71st Street, Suite 100 Scottsdale, Arizona 85254 Telephone: 480.281.1512 qdeangelis@azdox.com www.azdox.com ESTATE PLANNING UPDATE July, 2008 1. 2008 Annual Gift Tax Exclusion: $12,000 per donor, per donee. 2. Lifetime Gift Tax Exclusion: $1,000,000. 3. 2008 Estate Tax Tax Exclusion: $2,000,000. 4. Marital Deduction for Transfers to U.S. [...]

2007 Estate Planning Update

Quinn DeAngelis, P.C. Kierland Business Center 15849 N. 71st Street, Suite 100 Scottsdale, Arizona 85254 Telephone: 480.281.1512 qdeangelis@azdox.com www.azdox.com ESTATE PLANNING UPDATE July, 2007 1. 2007 Annual Gift Tax Exclusion: $12,000 per donor, per donee. 2. Lifetime Gift Tax Exclusion: $1,000,000. 3. 2007 Estate Tax Tax Exclusion: $2,000,000. 4. Marital Deduction for Transfers to U.S. [...]

2006 Annual Estate Planning Update

Quinn DeAngelis, P.C. Kierland Business Center 15849 N. 71st Street, Suite 100 Scottsdale, Arizona 85254 Telephone: 480.281.1512 qdeangelis@azdox.com www.azdox.com ESTATE PLANNING UPDATE July, 2006 1. 2006 Annual Gift Tax Exclusion: $12,000 per donor, per donee. 2. Lifetime Gift Tax Exclusion: $1,000,000. 3. 2006 Estate Tax and Gift Tax Unified Credit: $2,000,000. 4. Marital Deduction for [...]