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)
- A Primer on Medi-Cal Long Term Care Planning (Part 1 of 2) - September 18, 2018
- Gifting Your IRA to Your Favorite Charity - September 18, 2018
- Can Medi-Cal Go after My Estate after I Am Gone? - September 17, 2018