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Step-Up in Basis and Estate Planning: A Smart Strategy for Tax-Efficient Wealth Transfer
A step-up in basis can save your heirs thousands in capital gains taxes by resetting an inherited asset’s value to its fair market price. From real estate to stocks, this strategy ensures wealth passes tax-efficiently and cleanly across generations. Learn how it works, what assets qualify, and why gifting too early could cost your family big.
Anthony Brister
Sep 84 min read