Estate Planning For The 99% – Forbes

Estate Planning For The 99% – Forbes.

This article lacks some accuracy but is very easy to understand–good description of some of the current planning options relating to DSUEA.  However, the conclusion is simplistic.  Lawyers need to at least present options to clients and let them know portability is not the cure-all it was hoped to be.

Here is another look at DSUEA:

*****

This is general information for educational purposes, not to be relied on as specific legal advice.

Attorney engagement is by written agreement only.  Licensed in CA & WA.  Contact an attorney licensed in your jurisdiction.

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