Tag: Deceased Spouse

What Does Portability Mean in Estate Planning?

June 6, 2022 • Estate Planning

One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.

When Can Estate Assets Be Distributed?

March 18, 2022 • Estate Planning

Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.

Does a Married Couple without Children Need a Will?

September 2, 2021 • Estate Planning

In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.