Beneficiary Blueprints
Who gets what, and how it goes wrong

Topic

portability

Every Beneficiary Blueprints article tagged portability — 2 pieces across 1 section.

Estate Tax

Portability and the return nobody files

A married couple can double their exemption, and the election is forfeited by default because no return seemed necessary.

Margaret Ashcombe··3 min read

Estate Tax

Estate tax: who it actually affects

Federal exemption levels mean very few estates pay it, and state-level taxes catch a considerably broader group.

Margaret Ashcombe··3 min read