Richard will be the presenter of a webinar program entitled Word on the Street: Planning with Portability, hosted by WealthCounsel.
The program will discuss:
- The importance of preparing the 706 in order to elect portability
- Planning in a way that preserves flexibility with a specific look at various marital deduction strategies
- Things like portability planning with blended families and planning for clients with unequal estate values
- After death portability decision, asset selection when funding trusts created through portability