Author: Troy B. Hafner

Jun 17

The most common ways that assets pass to our heirs upon death are: By the terms of thoughtfully developed Will or Trust documents; By automatic rights of survivorship covering certain types of jointly owned assets; and By beneficiary designation forms covering various accounts, policies, or Read More

Aug 12

Portability allows for the transfer of a deceased spouse’s unused federal estate tax exemption amount to his or her surviving spouse.  The main advantages to portability are the simplification of estate planning for married couples and the possibility of eliminating built-in gain on certain assets Read More


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