It’s still an option, though many choose this now for other reasons, most often when there exists a high value estate.
Learn more about Portability and American Taxpayer Relief Tax Act of 2012 in this presentation.
Ellen LaPlante is an attorney whose mission is to provide clients with guidance in Estate Planning, Elder Law, and Medicaid Preparation. She is barred in Vermont and New York. Ellen helps clients put together unique estate plans, including assistance with Trusts, Wills, Powers of Attorney, and Advance Directives. She also works with clients on Medicaid Planning and qualifying for Medicaid assistance.
Latest posts by Ellen LaPlante (see all)
- An Incentive Trust Can Provide a Solution - September 30, 2020
- Estate Planning for Second Marriages - September 21, 2020
- Effective Planning in Light of Dementia Threat - July 13, 2020
