
Portability and the Unlimited Marital Deduction – Explained Step by Step
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
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
It has been my observation that charities sometimes are uncertain about how to comply with IRS regulations pertaining to sponsorship acknowledgments. The issue is whether
I found ChatGPT initially very impressive. Still, I increasingly realize that it is more of a know-it-all in the sense of a person who behaves
As an estate planner, I often hear concerns about inflation. If you scan the web for ideas on how to “beat inflation,” you will not
We don’t spam! No more than five mailings per year.