Published December 23, 2022, by TheStreet
Are you aware of the recent changes to the portability of estate tax exemption? These changes can potentially save you and your family a significant amount of money on estate taxes. But it’s important to have proper planning and guidance in order to take advantage of these changes.
Philip Herzberg, our lead financial advisor at Team Hewins, shares everything you need to know about these recent changes and how you can benefit from them.