Posts tagged with 'portability'

Family of five holding hands in a field

You have searched for and found the love of your life, maybe your first love, or maybe after a previous marriage. As you have built your life together, you have probably weathered your fair share of storms and grown stronger because of them. To prepare for the future and the possibility of no longer being around for your spouse, it ...

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Last Will and Testament

Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, “You only pay if you don’t plan.” Now, portability of the federal estate tax exclusion provides both an alternative and a back-up plan to lifetime tax planning. This means you might be able to minimize or even eliminate federal estate taxes even ...

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