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Should I Have a Living Trust?

Tag Archives: wills

Should I Have a Living Trust?

When creating an estate plan, you have a lot of important decisions to make. What happens to your assets after you die depends on the choices you make now. Depending on your circumstances, creating a living trust in addition to your will can be your best option. Most people know what a will is: a… Read More »

What is “Portability” in Federal Estate Tax Planning?

In estate tax planning, “portability” means that when a spouse dies, any unused estate tax exclusion amount transfers to the surviving spouse. The surviving spouse can add the deceased spouse’s unused exclusion to their own exclusion. For the portability rule to be effective, an estate tax return must be filed immediately after the first spouse… Read More »