Tag Archives: Portability

What is Your Portability IQ?

  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

Posted in Federal Estate Taxes | Tagged , | Comments Off on What is Your Portability IQ?

Resolution: Keeping the Estate Plan Updated

“You can always amend a big plan, but you can never expand a little one. I don’t believe in little plans. I believe in plans big enough to meet a situation which we can’t possibly foresee now.” Harry S. Truman … Continue reading

Posted in Bypass Trusts, Congress, Estate Planning, Federal Estate Taxes, Living Trusts | Tagged , , , , , , , | 2 Comments