Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”

Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”

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estate tax basis planning

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes.

Continue Reading: Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”

There’s a favorable “stepped-up basis” if you inherit property

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property inheritance

A common question for people planning their estates or inheriting property is: For tax purposes, what’s the “cost” (or “basis”) an individual gets in property that he or she inherits from another? This is an important area and is too often overlooked when families start to put their affairs in order.

Continue Reading: There’s a favorable “stepped-up basis” if you inherit property

There’s currently a “stepped-up basis” if you inherit property — but will it last?

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inherited property

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes.

Continue Reading: There’s currently a “stepped-up basis” if you inherit property — but will it last?

Take advantage of a “stepped-up basis” when you inherit property

0 Comments

inherited assets

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes.

Continue Reading: Take advantage of a “stepped-up basis” when you inherit property