In this episode, attorneys Christina Knopke and Annie Rogers focus on a spouse’s ability to file an estate tax return when the first spouse passes away in order to elect portability with Matt Mentzer, a fellow attorney at Creative Planning. This is one way for a couple to make sure they are using both of their estate tax exemptions, which will become increasingly important if the estate tax exemption amount is reduced in the future.
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
Important Creative Planning legal disclosure: http://bit.ly/2DC250b
