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A Little Known Estate Trick: Portability “Portability” is a provision that allows a deceased spouse's unused estate tax exclusion amount to transfer to the surviving spouse,. Portability in Florida real estate is the ability to take your homestead exemption savings with you when you sell your home.

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Portability is a way of transferring the amount of the gift and estate tax exemption that a deceased spouse did not use to the surviving spouse. How portability of taxes can save you thousands on property taxes!

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Portability in estate taxes is a valuable provision that allows a surviving spouse to claim any unused portion of the deceased The election to transfer a DSUE amount to a surviving spouse is known as the portability election. An estate tax return may need to be filed for a decedent who Million-Dollar Mistake: Estate Tax Portability Every Couple Must Know. CRAZY $1.5 million mistake!

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For years after 2010, the estate of the first spouse to die can elect to “port” the unused basic exclusion amount of the deceased spouse to the Facebook: Send Questions: Info@investorsaccounting.com

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What You Need to Know About Portability in Estate Planning! Most people don't realize that the IRS allows a surviving spouse to Estate Tax Portability and the $1.5 million mistake. CRAZY, but could happen to you.