Posts Tagged: qtip trust

Portability and Remarriage

August 22, 2015

By: Verena Meiser, J.D. 443-393-7696, verena@209.59.156.181 When married clients express a preference for a “simple” estate plan leaving everything to the surviving spouse outright, we discuss the risks of an outright bequest to the surviving spouse as well as how they may rely on portability. Portability is the tax election made by the estate of …

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