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2 Entries tagged with “Marital Deduction Planning”

Exemption Portability and Marital Deduction Planning Under ATRA 2012

Marital Deduction Planning, 2010 Tax Act Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRUIRJCA), Bypass Trusts, American Tax Payer Relief Act of 2012 (ATRA), Exemption Portability,

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel Portability has been heralded as a way to simplify estate planning, but a closer look reveals this is not...

Thought Leader Series: Succession Planning for Farmers, Ranchers and Vintners: Why It's Important to Our Food Supply

Agricultural Planning, Farm Planning Business Planning, Succession Planning for Farmers, Marital Deduction Planning, Estate Tax,

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