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Posts from November 2014

  • Should You Transfer Unused Gift and Estate Tax Exemptions to a Surviving Spouse? (Part II)

    November 24, 2014

    In our previous post, we discussed the advantages of portability as an estate planning tool. However, there are some non-tax reasons why a couple might not opt for planning of this type. Almost all relate in one way or another to the reluctance of one spouse to give the other spouse unrestricted control over all assets following the first death. In addition to the non-tax reasons, there are at least four possible tax reasons why a couple might decide that they are not candidates for joint trust planning and reliance on portability.

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