Portability - How to Eliminate Estate Tax
Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.
God bless us every one
Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.
Keep It Simple. Name Individuals as Your IRA Beneficiaries.
Naming primary and contingent beneficiaries of your IRA is an essential part of your estate plan