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Tag Archives: r
Portability- The Best Kept Secre
Recently the IRS released statistics for federal estate tax returns (form 706s) filed in 2011, which was the first year of portability (the ability of the surviving spouse to add the deceased spouse’s estate tax exemption to the surviving spouse’s … Continue reading
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Tagged Advanced Health Care Directive, assets, Conflicts, corperations, Dynasty Trust, Epic, Estate, Estate Planning, HIPAA, IRS, Legal, Legal Conflicts, living trust, Living Trusts, living will, NEW RULES, pour over wills, r, Randy S, Randy Spiro, special needs, stock, super lawyer, superlawyer, tax, taxes, transfering assets, Trust, Trusts, Trusts. Decendants, will
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