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News & Views

Sunday, January 18, 2009
Will Flips Flop?

Investment News - Perry Ganz was quoted in this article by Lisa Shilder, regarding a provision in President Obama's proposed estate plan legislation which would impose tighter restrictions on strategies designed to transfer wealth and reduce estate and gift taxes. Under the proposed legislation, only business assets would be eligible for a discount, and other traditionally-gifted assets - such as stocks, bonds or certain types of real estate - would no longer be eligible for discounting.

To learn more about this topic, or how this proposed legislation might impact your estate plan, please contact Perry Ganz at Tarlow Breed Hart & Rodgers, P.C by phone at
(617) 218-2048, or email him at You may also read the full article by going to Investment News.

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