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Home / Expert Opinion / Estate Planning: The viability of portability after changes to the federal estate tax

Estate Planning: The viability of portability after changes to the federal estate tax

The 2010 tax act, affectionately known as the “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010,” made significant changes to the federal estate tax, including the increase of the estate tax exemption to $5 million per person, the lowering of the tax rate to 35 percent and the introduction of what is ...