Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 5301

Personal Finance (Not Investing) • Portability (Life-time Estate exempt) within Revocable Living Trust upon 1st death.

$
0
0
There is no Federal estate (or gift) tax on transfers from one spouse to another.
Thanks for replying! That's the key to my question.
And I think it should probably hold within the RLT upon 1st death.

Statistics: Posted by yayacoolsc — Mon Mar 25, 2024 11:18 am — Replies 2 — Views 216



Viewing all articles
Browse latest Browse all 5301

Latest Images

Trending Articles



Latest Images

<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>