What Does Portability Mean in Estate Planning?
October 18, 2022
One of the most overlooked and misunderstood tax laws–available to married couples–is an opportunity called portability.
One of the most overlooked and misunderstood tax laws–available to married couples–is an opportunity called portability.
It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.
We are pleased to announce that attorney Zach Wiegand has been named to the Best Lawyers in America list. Based entirely on peer-review, Best Lawyers
After Vaughan tragically died, the matters of his estate were decided by state and the Vaughan family.
Because of astronomical costs of care and support—often more than $100,000 per year—most individuals with disabilities will need government assistance, such as Supplemental Security Income and Medicaid.
Famed country singer Johnny Cash had five children — but he only left his inheritance to one of them for a surprising reason.
Stan Lee’s estate is one step closer to clearing up a messy legal battle involving accusations of exploitation and elder abuse by the comic book legend’s inner circle, with the settlement of a lawsuit against Lee’s former business manager, Jerardo “Jerry” Olivarez.
While we know that regular brushing, flossing and general dental care can prevent common problems such as cavities and gum disease, your teeth can also offer clues to brewing health problems. Discover what your pearly whites can reveal about your health.
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
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