What is Portability for Estate Planning?

New Laws that Help you Minimize Future Income Taxes

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.

 

Explaining Portability

What is Basis and is it Used?

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