Tuesday, April 20, 2021

If you have between $2-12M and die before 2026, your spouse should know this

Just watched this video about the upcoming change in estate tax rules in 2026, specifically Treasury Regulation Sect 20.2010-1 (c) (2) iii and Portability.

Following this advice could save your kids millions of dollars in taxes on your estate.

View: https://youtu.be/zbBbVwhbEEI


My recap from the video:

In 2020, the federal estate tax basic exclusion amount is $11.58 million. In 2026, the...

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from If you have between $2-12M and die before 2026, your spouse should know this

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