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Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for July, 2014

Earlier this year, the IRS issued Revenue Procedure 2014-18, which permits estates to make a late portability election under certain circumstances. The rule change is of particular interest to same-gender married couples who were ineligible for portability and couldn’t have made the election before the law was changed late last year. Portability allows a surviving […]