Estate and Elder Law

Recent Posts

Elaine Hightower Gagliardi on the Deceased Spousal Unused Exclusion Amount: Planning with Portability
Posted on 1 Oct 2012 by Elaine Hightower Gagliardi

Portability with respect to the Deceased Spousal Unused Exclusion Amount makes portability an unreliable planning tool at best; nonetheless, planners should consider whether portability can be used to the advantage of clients given stated testamentary... Read More