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How to Use Portability to Decrease Estate Taxes

Portability is the concept of being able to leave one’s unused applicable exclusion amount to his or her surviving spouse and has enable married couples to reduce estate taxes under the Tax Relief Act. Despite its advantages, portability is not always recommended.

2021 Year-End Estate Planning Advisory - Tax

During 2021, COVID-19, the new Biden administration, the Tax Cuts and Jobs Act (TCJA), the Coronavirus Aid, Relief and Economic Security Act (CARES ACT), the American Rescue Plan (ARP), .

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