This week's feature article is:
"How Changes to Portability of the Estate Tax Exemption May Impact You"
Excerpt (from actual article):
"On July 8, 2022, the Internal Revenue Service issued new guidance that allows a deceased person’s estate to elect “portability” of their unused gift and estate tax exemption for up to five years after their death. So, if your spouse passed away less than five years ago, you may be able to file an estate tax return to transfer their unused estate tax exclusion to yourself."
You can read the article by clicking
Last week's feature article was:
"Don’t Stop Giving To Charity During Rocky Markets—just Give Smarter"
You can read last week's eNewsletter by clicking HERE.