Tag: Portability

We Want to Draft Your Legacy

What Does Portability Mean in Estate Planning?

June 6, 2022
One of the most overlooked and misunderstood tax laws–available to married farming couples–is an opportunity called portability.
Read More

What Is Federal Estate Tax Exemption, and Does It Matter?

May 11, 2022
The federal estate tax exemption and gift exemption is presently $12.06 million. A married couple can transfer $24.12 million to their children or loved ones free of tax with proper planning. The exemption is tied to inflation, so it will continue to rise.
Read More

Should Florida Seniors Get Married?

March 30, 2020
There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.
Read More
Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

Get Directions
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
chevron-down