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Daily Archives: August 10, 2022

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Portability of Unused Estate Tax Exclusion

Aging/Caring for Aging Parents, Blog, Divorce/Loss of Spouse, Estate, Family Finances, TaxBy Editorial TeamAugust 10, 2022

Married taxpayers have a special benefit that allows a surviving spouse to make what is called a portability election, allowing the surviving spouse to add the deceased spouse’s unused estate tax exclusion to their own.

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