News on Portability for Estate Planning
Learn About New Legal Changes Regarding Portability and How to Maximize Basis Step-up
Recent estate law changes have created new opportunities for people with less than $10 million in assets to reduce future income taxes for their beneficiaries.
Brad N. Baker, senior estate planning attorney at Baker, Burton & Lundy, describes what basis is and how the new opportunities with Portability might affect you. After watching these videos, please call our office to schedule a meeting if you feel your estate can take advantage of considering these new legal developments.
Learn about Establishing Basis for Estate Taxes
Learn About the Changes in Portability Law
To learn more about how Baker, Burton & Lundy’s experienced attorneys can represent or advise you, please call (310) 376-9893 or fill out the form below.