Estate Planning Basics for Consumers

July 18th, 2017

Free Consumer Webinar:  Consumer: Estate Planning Basics (for People Not Subject to Estate Tax) Course Description: This is a CONSUMER level course on basic estate planning. This course will help [...]

Relief for Missed Portability Elections

June 26th, 2017

1. Discussion. a. Portability was supposed to simplify the estate tax system. Prior to portability, if one spouse died, to secure that deceased spouse’s exemption required affirmative planning in most [...]