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Portability and the Unlimited Marital Deduction - Explained Step by Step - Estate Planning in San Luis Obispo

Portability and the Unlimited Marital Deduction – Explained Step by Step

Schedule an Appointment Now Portability has been available since 2011. In estate planning, the concept of portability refers to the ability of a surviving spouse to use the unused portion of their deceased spouse’s federal estate tax exemption.   The federal estate tax is a tax on the transfer of property at death, and each individual … Continue reading Portability and the Unlimited Marital Deduction – Explained Step by Step

Estate Planning in San Luis Obispo