Portability allows a surviving spouse to inherit any unused federal estate tax exemption from their deceased spouse. This helps protect transferred assets from estate and gift taxes when the surviving spouse later transfers them. By electing portability, couples can double their estate tax exemptions, but it must be elected through a timely filed IRS Form 706. Without taking the step to elect portability, valuable exemptions are lost! 🙅 Portability offers flexibility but does not negate the nee
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Most Canadians don’t realize that when a spouse passes away, the surviving spouse can transfer the entire TFSA into their own TFSA without using any contribution room. This is called an exempt contribution, and it must be done correctly. Here’s what actually happens: • The TFSA pays out after death. • The surviving spouse deposits that amount into their own TFSA as an exempt contribution. • They file CRA Form RC240 to confirm that the money came from the deceased spouse’s TFSA. Done properly, th
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