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AOL.com Video - Portability Provision Simplifies Couples' Estate Planning

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VIDEO:News

Portability Provision Simplifies Couples' Estate Planning

Description:Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts. (12:21)

Source: Morningstar.com

Tags: Simplifying Couples' Estate Planning , christine bens , deborah jacobs , marital tax deduction

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