Should I Rely on Portability or Bypass Trusts to Avoid Estate Tax?


In Trusts and Estates | On September 25, 2014

In the wake of the 2013 tax act, the great estate planning question confronting many couples in planning to reduce or eliminate federal estate tax is whether to rely on “portability”— the ability of a surviving spouse to “port over” the unused estate/gift tax exemption left by his or her deceased spouse — or instead […]

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