portability Archives - Davis Schilken, PC

1658 Cole Blvd., Building 6, Suite 200, Lakewood, CO 80401
7887 E. Belleview Ave, Suite 820, Denver, CO 80111

Call Us: (303) 670-9855
Email: info@dslawcolorado.com

Call Us: (303) 670-9855

1658 Cole Blvd.,Building 6, Suite 200
Lakewood, CO 80401
7887 E. Belleview Ave, Suite 820,
Denver, CO 80111

The sun has risen again. How you and your family can benefit from a (legal) late portability election.

Jul 6, 2017

July 6, 2017 The concept of “portability” is still relatively new in the law of estate planning, having become available only after 2011. Since then, it’s been both a blessing (for its tax saving benefit) and a curse (because of rules that seemed to be constantly...

The sun has risen again. How you and your family can benefit from a (legal) late portability election.

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