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.
Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.
Latest posts by Timothy P. Murphy (see all)
- Over-Funding Your Retirement Plan: A Potential Estate Planning Problem - March 27, 2020
- Best Places to Retire: State Taxation - March 25, 2020
- Whom Do You Want to Get Your Assets? - March 23, 2020
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