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Portability Provision Simplifies Couples' Estate Planning

Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

Note to readers: This video originally posted on Jan. 24, 2013. We are refeaturing it as part of Morningstar.com's Tax-Relief Week 2013.

Christine Benz: Hi. I am Christine Benz for Morningstar.com. The recently enacted tax package has implications for spouses inheriting assets from one another. Joining me to discuss this topic is estate-planning expert, Deborah Jacobs.