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BENEFICIARY DESIGNATION FACT SHEET Beneficiary Designations are a very simple and cost-effective way to avoid probate and leave a gift when you pass away. A gift like this is easy to arrange and completely
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Understand what portability is: Portability refers to the ability to move data, software, or other digital assets from one system or platform to another.
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Portability allows a deceased individual's unused estate tax exemption to be transferred to their surviving spouse.
The estate of a deceased individual who wants to transfer their unused exemption amount to their surviving spouse is required to file for portability.
Form 706 must be filled out and submitted to the IRS in order to elect portability.
The purpose of portability is to allow a surviving spouse to use any unused estate tax exemption of their deceased spouse.
The form must include information about the deceased individual's assets, liabilities, and any transfers made during their lifetime.
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