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.
Latest posts by Timothy P. Murphy (see all)
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations - June 21, 2018
- 6 Important Estate Planning Considerations – Part 3: Your Kids - June 19, 2018
- Lessons We Can Learn from Alan Thicke’s Estate Drama - June 17, 2018