Details & Definitions
These articles contain more in-depth details and information to support the main help articles.
- Plan Descriptions
- Override Amounts at First Death
- Sunset in 2026?
- Use Available Exclusion Portability
- Optimize for State Death Tax
- Domicile
- Nontaxable Assets
- Asset Adjustments
- Life Insurance
- Federal Estate Tax Calculations and Assumptions
- Inheritance Taxes and Recipient Class
- State Inheritance Taxes
- State Estate Taxes