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Estate Tax Exemption is Portable (For Now)

Recent legislation introduced a new, but perhaps temporary, estate planning concept–exemption “portability.” In short, the estate of a deceased spouse can transfer to the surviving spouse any portion of the federal estate tax exemption that it does not use. The surviving spouse’s estate can then  …read more »

Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of attorney 2. Advanced medical directives 3. Will 4. Letter of instruction 5. Living trust The last document, a living trust, isn’t always necessary, but it’s  …read more »