Find Out How & When Portability May Be an Optimal Solution in Marital Estate Planning Imagine this — you and your spouse spend years carefully planning your estate to try to preserve as much as possible for your beneficiaries. When your spouse passes away, however, you are suddenly left facing unexpected estate taxes, lost assets, and far fewer financial resources than you ever expected.  That unfortunate scenario is a major estate planning fear, and it can be more common than many people realize, especially approaching 2026 when estate tax exemptions are set to decline drastically (July 2025 Update: A new … Continue reading How to Unlock the Power of Portability: A Guide for Texas Spouses