Gift Giving – Put Your Partner in Your Will Estate planning is often seen as something that can be postponed—a task reserved for later in life or for moments of crisis. Yet one of the most essential elements of a well-prepared estate plan is ensuring that your partner is clearly protected. Whether you are married,...Read More
Are Marital Deductions Still Unlimited? Yes — but only if both spouses are U.S. citizens (or certain trust requirements are met). In the United States, spouses can generally transfer assets to each other at death with no federal estate tax due at the first death because of the Unlimited Marital Deduction. This rule allows...Read More
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