The simplicity and complexity of Portability often creates unintended consequences. Let’s discuss how to steer clear of traps for the unwary and anticipate the credit to come as we seek to understand the nuances of one of the newest features of the estate tax law. Optimizing the use of the Deceased Spousal Unused Exemption (DSUE) and avoiding common errors is crucial to make the most of this new law.
116 Intracoastal Pointe Dr.
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Jupiter, FL 33477
Inlet Private Wealth®, LLC is a
registered investment advisor
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