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  • Home
  • Who we are
  • What we do
    • Estate Planning
    • Special Needs Planning
    • Probate and Estate Adminstration
    • Business Planning
    • You need a plan if…
  • Our Blog
  • Our Videos
  • Get in touch

Taxable

What Is the Last Surviving Spouse Rule? from Austin Estate Planning Attorney Liz Nielsen

Portability

Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing estate taxes, which can substantially affect the distribution of money and property to a married couple’s loved ones. Portability can make a significant difference when it comes to the taxation of an estate. What Are […]

By Liz Nielsen January 5, 2024
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