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