Keyword Analysis & Research: estate tax portability

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Why is estate tax portability important?

Estate tax portability can be a useful tool for couples who are creating estate plans and have a lot of assets between them, and is something to be mindful of when you're estate planning. Here's what you need to know about this important component of estate planning.

What is the current estate tax limit, rate, and exemption?

The first is the federal estate tax exemption. Since 2018, estates are only taxed once they exceed $11.7 million for individuals; $23.4 million for married couples, at a top rate of 40% . (The value of a primary home is exempted up to $250,000 for individuals and $500,000 for married couples.)

Are you exempt from estate taxes?

Surviving spouses are generally exempt from these taxes, regardless of the value of the estate or inheritance. To minimize estate taxes, taxpayers whose estates are above the $11.70 million...


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