Portability can work well in some situations. But, there are many reasons setting up a credit shelter trust instead might be better in some situations. This article examines several reasons a credit shelter trust may result in a better outcome for the client. Read on to learn more. Basics of Estate Planning: Portability vs. Credit Shelter Trust … [Read more...] about Basics of Estate Planning: Portability vs. Credit Shelter Trust
Basics of Estate Planning: Portability
What is “portability” and how is it elected? This article discusses these topics and explains some shortcuts that can be taken when filing a return only for portability. Basics of Estate Planning: Portability … [Read more...] about Basics of Estate Planning: Portability