» Portability

The Credit Shelter Trust – An Old Standby Tool

Even if your state has no estate or inheritance tax, there are other reasons to have a credit shelter trust. Here are a few … Even amongst recent tax law changes, there are certain estate planning tools that are still good ole’ standbys for your… Read More
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Portability Provision Extended in Fiscal Cliff Deal in Ann Arbor

Portability makes it unnecessary for spouses to use bypass trusts solely to preserve the federal exemption amount. As with any new process there is a shakeout period, though. The good news has resounded and there is much to celebrate with the passing… Read More
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