Posts Tagged tax planning

Portability

Portability

What is portability in estate planning? When a person passes away, up to $5.49 million (in 2017), will be excluded from the federal estate tax. This exclusion is per person, meaning spouses each have their own exemptions, and the exclusion amount increases each year with inflation. Additionally, […]

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Same-Sex Marriage and Estate Planning

Same-Sex Marriage and Estate Planning

The Supreme Court’s recent decision in the Obergefell v. Hodges case held that under the 14th Amendment, states are required to issue marriage licenses for same-sex couples who desire to marry, and also that states are required to recognize same-sex marriages that were lawfully licensed and performed out of […]

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