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This page contains a single entry by Associate Editor published on November 26, 2012 9:01 PM.

'Spiritual' Estate Planning Passes on Values of Departed was the previous entry in this blog.

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Portability of Estate Tax Exemption Likely to be Preserved

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Current law allowing a surviving spouse to make use of a predeceasing spouse's unused estate tax exemption is set to expire at the end of the year.  However, experts surveyed by the Wall Street Journal expect Congress to preserve this provision during its next session due to strong bipartisan support.

See Tom Herman, "Estate-Tax 'Portability' Likely to Stay," WSJ.com (Nov. 4, 2012).

Posted by Conan Yuzna, Associate Editor, Wealth Strategies Journal

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