Doug Harvey

Jul 21, 2026

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3 min read

Portability: The Expensive Part (Part II)

This Week: The Exemption that Doesn't Port, the Plan That Kept It Simple (Almost), Three Referral Triggers for Taxable Couples, and a Question About Your Summer

Doug Harvey

Asset Protection

Jul 7, 2026

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4 min read

Portability: Free Money, with Some Gotchas (Part I)

This Week: Why Free Money Still Requires a Form, What Remarriage Does to a Ported Exemption, Everything Portability Doesn't Cover, and a Steal This Line for Each Person Who'll Tell You It's Fine

Doug Harvey

Use This

Jun 23, 2026

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3 min read

Estate Planning Has a Death Problem

This Week: The Document That Handles the Years Before Death, a Question for the Client Who Forgets They'll Be Alive First, and Four Triggers Before Incapacity Tests the Plan

Doug Harvey

Use This

Jun 16, 2026

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3 min read

Cost Basis at Death: Step Up, Step Down, Double Up, or Nothing at All

This Week: Three Rules About Cost Basis at Death, a Line for the Client About to Make a Gifting Mistake, and Four Triggers for Appreciated Assets

Doug Harvey

Use This

Jun 9, 2026

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2 min read

Estate Plans Don't Travel

This Week: Out-of-State Estate Plans, a Steal This Line, and a Trigger for Recent Movers

Doug Harvey

Jun 2, 2026

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4 min read

Trusts Are Mostly Not About Taxes

This Week: Subtrusts, LLCs for Real Estate Investors, and Fixing Old Trusts

Doug Harvey

Use This

+11

May 26, 2026

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3 min read

Welcome to the Memento Mori Minute

What this newsletter is, who it's for, and what you can expect every Tuesday

Doug Harvey