Category Archives: Portability

The Fiscal Compromise and Estate Planning

Luckily… It is a few days since the world was allegedly going to end – either on the Mayan Calendar or the Fiscal Cliff Calendar – and we survived. We also got an answer to the question of whether there … Continue reading

Posted in Assets, Estate Planning, Federal Estate Tax, Income Tax, Portability | 1 Comment

Will there be an Estate Tax Fix in 2013?

It’s been about ten days since the Presidential election and with everyone relaxing a little, now is a good time to talk about what the election results mean for the estate tax and estate planning.  If you are not aware, … Continue reading

Posted in Estate Planning, Federal Estate Tax, Gift Tax, Income Tax, Portability | 2 Comments

June 2012 Future Estate Newsletter

I seem to forget to post my newsletter on my blog. Shame on me. Here is my June 2012 Newsletter – topics include: Portability of Married Couple’s Estate Basics of Estate Planning: Joint Tenancy is Not a Good Estate Plan … Continue reading

Posted in Estate of the Month, Joint Tenancy, Monthly Newsletter, Portability, Probate | Leave a comment