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
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)
- Planning for Education Expenses - September 21, 2019
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- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus - September 17, 2019
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