Estate Planning Archives - Williams, Williams & Lentz

Estate Planning: Relief available for missed portability election

by | Aug 25, 2017 | Estate Planning

ESTATE PLANNING: Relief Available for Missed Portability Election For affluent couples, portability — which permits a surviving spouse to “inherit” a deceased spouse’s unused gift and estate tax exclusion — can mean millions of dollars in estate tax savings. To enjoy...

Estate Planning: Relief available for missed portability election

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