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Word on the Street: Planning with Portability

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