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Portability

Should Blended Families Elect Portability?

POSTED ON: July 21, 2023 BY: Kyle Krull
Portability elections may not be the best for all families. The federal estate and gift tax exemption is necessary for those with high net worth. Any amount over this threshold is subject to estate taxes. The "unified" exemption is $12.92 million per taxpayer for 2023. Individuals and couples can work with an experienced estate planning […]
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Second marriage

How Should I Prepare for My Second Marriage?

POSTED ON: April 21, 2021 BY: Kyle Krull
Your second marriage requires revisiting your estate plan. You have found love again. As your prepare for your second wedding, do not neglect your estate planning. Although your wedding day will be filled with memories and loved ones, your estate plan will impact the future of your new family. According to a recent Mondaq article […]
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second marriage and estate plan

Will My Second Marriage Impact My Estate Plan?

POSTED ON: October 26, 2020 BY: Kyle Krull
Do not neglect estate planning for your second marriage. Preparing for a wedding and a marriage can be stressful, especially if it is not your first trip down the aisle. With COVID-19, you may feel as if there is no end to challenges. As you and your future spouse plan for you big day, the […]
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