>>Welcome!

Dear Friends,

This firm is committed to providing quality service to its clients. This E-Newsletter is one means of providing that quality service.

We hope you enjoy this issue, with information on estate planning, gift giving, and recent tax law changes.

We feel all our clients and acquaintances could benefit from this information. Feel free to pass this E-Newsletter along to others. If you received this E-Newsletter from a friend and would like to subscribe, please visit www.WHC-Law.com and enter your email address in the subscription space provided.

Please let me know if there is an area of interest that you want covered in future newsletters.

Sincerely,

Bill Copperthwaite

Feedback and suggestions? Please e-mail me:
whc@whc-law.com

>>Named Assistant Professor

William Copperthwaite was named as an Assistant Professor of Business Law at Chestnut Hill College. www.CHC.edu

William Copperthwaite served re-elected as President of the Greens at Penn Oaks Homeowners Association. www.greensatpennoaks.com

If you are interested in having William Copperthwaite speak at an event, please contact the office at (610) 429-3800 or (856) 616-1188 or by email at WHC@WHC-Law.com

>>Quote:

"We make a living by what we get, we make a life by what we give.”

- Sir Winston Churchill

>>Gift Giving for Estate Planning

Use of Gift Tax Exemptions to Reduce Estate and Gift Tax
The current federal estate tax exemption is $2 million. An important method of ensuring that your estate will not be subject to estate tax is to make sufficient gifts during your lifetime so that at your death your estate is smaller than the then-current exemption amount.

(Click here to read the full article)

>>Reviewing Your Will and Trust

There is no such thing as a “simple” Will. What should appear to you as a clear and concise “mission statement” is often quite difficult and time consuming to construct and may require considerable technical knowledge, skill, and experience. The technical and human aspects of the estate planning process must be brought together and placed into a larger context: the identification and achievement of your objectives.

(Click here to read the full article)

>>Changes to the Alternative Minimum Tax (Amt)

There are two key provisions in the recently enacted Tax Increase Prevention Act of 2007 which extend partial relief to individual taxpayers from the Alternative Minimum Tax, or AMT. Earlier temporary measures to deal with the AMT expired at the end of 2006, meaning that more than 20 million additional taxpayers would have faced paying the tax on their 2007 returns without the new relief.

(Click here to read the full article)

>>Tax Law Changes at the End of 2007

Congress at the end of 2007 passed several tax law changes. The following is a quick overview of some of those provisions.

(Click here to read the full article)

One of the key sources of future business is the thoughtful recommendation received from a satisfied client. If you know of any family members, co-workers, neighbors or friends who could benefit from this firm’s legal services, please feel free to provide their information by completing the data card below. I suggest that you contact the referral and inform them.
Download Recommendation Form.