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Same Sex Couple Estate Planning Under Windsor Ruling

Portability – a deceased spouse’s unused estate tax exemption may transfer to the surviving spouse’s estate tax exemption.

Life insurance – couples with individual life insurance policies may want to consider changing to survivor policies to maximize death benefits.

Tax refunds – married same sex couples may be entitled to income, gift or estate tax refunds for 2011, 2012 and 2013.

If you would like to have a talk about estate planning, call our office today to schedule a time for us to sit down and talk. We have made space for the next two people who mention this article to have a complete planning session at no charge. Just call and mention this article.

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