What’s Portability?

2019-10-03T16:47:02-04:00July 18th, 2014|Categories: Estate Planning|Tags: , |

More than a fancy word, there are two portability programs I discuss frequently with folks: 1. The Florida Portability Transfer of Homestead, where beginning in 2008 Florida homeowners can transfer (or port) the savings they’ve accumulated (known as the Homestead Assessment Difference) to another homesteaded property, up to $500,000. 2. The Federal estate planning device [Read More ...]