Here’s some of what we discuss in today’s show:
Estate Tax Basics: Understand today’s high exemption limits
Portability Matters: Transfer unused exemption to a spouse
Future Risk: Tax law changes could reduce exemptions
Act Early: Elections must be made within a limited window
0:00 – Estate Exemption Portability
1:13 – Portability Exemption Privilege
3:34 – Real Examples
6:54 – Timing Matters
#estateplanning #portability #estateplanningmistakes #taxplanning
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By: Best Path Advisors
Title: Estate Tax Portability Explained
Sourced From: www.youtube.com/watch?v=7z9yZOwB13M
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