by Peter Jay | Mar 24, 2025 | Estate Planning, Estate Taxes, Portability, Tax Planning
Understanding Estate Tax Benefits for Married Couples Vault Estate Planning | www.vaultestateplanning.com When planning your estate as a married couple, there are two powerful tools that can help you reduce or eliminate federal estate taxes: Portability and the...
by Peter Jay | Apr 4, 2022 | Estate Taxes, Tax Planning
Estate planning isn’t just about distributing your assets when you’re gone; it’s also about making sure that your loved ones don’t lose a significant portion of your estate to taxes. While the estate tax may seem like something that only applies to the super-wealthy,...
