What is portability in Estate Planning?

In this video, I cover the topic: What is portability in Estate Planning? I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.

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By watching this video, you’ll learn:

✅ How married couples can benefit from portability (under current law as of October 2021)
✅ How DSUE is used in an estate tax setting
✅ What the current administration has proposed for estate tax limits moving forward

Do you have any experience with estate tax or portability?

💬 Leave a comment below!

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Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love the most. We serve families and seniors in Hanover, Quincy, and the surrounding Boston, Massachusetts area.

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By: Elder Law Care- Patrick J. Kelleher & Associates
Title: What is portability in Estate Planning?
Sourced From: www.youtube.com/watch?v=DWnn0QGaY94


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