Tag Archives: Widow

Portability: Worth Filing an Estate Tax Return? | LexisNexis | Liza Weiman Hanks | 12/14/11

The following is a Q&A from the LexisNexis Estate Practice & Elder Law Community: Dear Liza: It is my understanding that in order to preserve the “portability exemption” a surviving spouse must file an estate tax returnĀ  (706), which would … Continue reading

Posted in WIlls/ Trusts/ Estate Planning | Tagged , , , , , , , | Leave a comment