Portability technically means something that can be easily moved or carried. The term can be used in several contexts. For example, software portability means the software is easy to transfer to another computer. Portability of retirement and pension funds indicates that a worker may transfer retirement funds when taking a new job.  In Florida, homeowners may...
The federal estate tax is an infamous, though oftentimes misunderstood, aspect of estate planning and probate. Recent years have seen significant changes made to estate tax laws, including the permanent addition of portability in 2013.  There is now an exemption that eliminates the federal estate tax obligation for most low and middle income people Below we...
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