Tag Archives: Estate Taxes

What is Your Portability IQ?

Posted on November 7, 2011 by Roger Billings

  Portability, a new concept introduced by the December 2010 amendment to the Estate Tax, is a topic that we all need to learn more about. Jamie Held provided this summary of portability: In general, portability allows a surviving spouse … Continue reading →






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Do the Wealthy Have a Patriotic Duty to Pay More Taxes?

Posted on December 8, 2010 by Roger Billings

Democrats are feeling betrayed by President Obama, while Republicans are gloating over the tax deal they struck with the President to extend the Bush era tax cuts for two years.  The deal also includes setting the estate tax exemption at … Continue reading →






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