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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