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Portability & the Unlimited Marital Deduction in Estate Planning

Portability & the Unlimited Marital Deduction in Estate Planning

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...

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  • Financial Power of Attorney
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  • Power of Attorney
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Asset Protection Beneficiary Charitable Giving Estate Taxes Financial Power of Attorney Irrevocable Trust Portability Power of Attorney Springing Power of Attorney Tax Planning Trustee

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