What is “portability” and how is it elected? This article by my friend and colleague Steve Hartnett, an estate planning expert, discusses these topics and explains some shortcuts that can be taken when filing a return only for portability. Read on to learn more.
- The Importance of Updating Your Estate Plan as You Age - March 29, 2023
- Protecting Your Assets in Retirement: Estate Planning Tips - March 27, 2023
- Estate Planning for Small Business Owners - March 25, 2023
Leave a Reply
You must be logged in to post a comment.