Great Article on Portability: Estate Planning for the 99%


This is a fantastic article by Deborah L. Jacobs that discusses several of the current, hot-button issues in estate planning.   Specifically, Ms. Jacobs discusses issues like portability and it’s effect on estate planning. She describes portability as: Despite its wonky name (which mind you does not actually appear in the tax code so don’t blame Congress for this particular jargon),

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