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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "portability"
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 What’s a QTIP Trust and Why Would You Want One? Here are 7 Reasons
0
By Harry Margolis
In Asset Protection, Estate and Gift Taxes, Second Marriages
Posted May 12, 2017

What’s a QTIP Trust and Why Would You Want One? Here are 7 Reasons

So, what’s a QTIP trust? “QTIP” stands for qualified terminable interest property, total legal gobbeldygook, right? So forget the words. What it means is a trust that you leave [...]

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 If You Can Elect Portability, Why Do Marital Estate Tax Planning?
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By Harry Margolis
In Estate and Gift Taxes
Posted April 14, 2017

If You Can Elect Portability, Why Do Marital Estate Tax Planning?

You probably don’t have a federally taxable estate since you can give away $11.7 million (in 2021) tax free. And if you’re married, when you die, your spouse can elect to inherit your [...]

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 Portability Permits Doubling the Estate Tax Exemption for Surviving Spouses
0
By Harry Margolis
In Estate and Gift Taxes
Posted April 14, 2017

Portability Permits Doubling the Estate Tax Exemption for Surviving Spouses

In 2012, Congress instituted portability under which the surviving spouse may add the unused portion of a deceased spouse’s unified credit to her own unified credit. Here’s how it works: Let’s [...]

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Categories
  • Asset Protection (33)
  • Charitable Giving (9)
  • Durable Powers of Attorney (35)
  • Estate and Gift Taxes (37)
  • Guardianship and Conservatorship (2)
  • Health Care Directives (12)
  • Irrevocable Trusts (9)
  • Long-Term Care Planning (137)
  • Non-Traditional Families (12)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (19)
  • Property in Other Countries (3)
  • Real Estate (32)
  • Retirement Plans (11)
  • Revocable Trusts (66)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (60)
  • Trustee (46)
  • Vacation Homes (3)
  • Wills (38)
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Putting off planning your estate?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

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