4773 William Flynn Highway, Allison Park, Pennsylvania 15101
CALL FOR A CONSULTATION 412-254-8533 CALL FOR A CONSULTATION 412-254-8533

Tag Archives: portability

Estate Planning and Portability Between Spouses

The American Taxpayer Relief Act (ATRA) of 2012 made permanent the federal estate tax exemption amount of $5 million (adjusted annually for inflation to $5.34 million).  ATRA also permanently established the estate tax concept known as “portability”.  While this change was intended to simplify estate tax exemptions for couples, some find it to be just […]