Portability
Posted on November 14, 2016
Steps to Take After a Spouse’s Death in North Carolina
The loss of a spouse is a devastating event that has long-term repercussions, both emotional and financial. A surviving spouse is often…
Categories
Category: Probate
Posted on December 8, 2014
Portability Deadline Weeks Away for Estate Tax Exclusion
For estates of decedents who died in 2011 or 2012, the chance to elect portability of the decedent’s estate tax exemption will…
Categories
Category: Estate Planning
Posted on February 12, 2012
IRS Procedure for Requesting Extension for Late 706
From the AICPA: Beginning in January 1, 2011, the Internal Revenue Code provides for portability of the estate tax exemption between spouses….
Categories
Category: Tax
