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July 2016 Archives

Is a trust right for my situation?

In our last post, we spent some time discussing how those who enable their loved ones to inherit valuable assets upon their passing -- real estate, stocks, etc. -- will ensure that they secure what is known as a step-up in basis, meaning an avenue through which to escape rather costly capital gains taxes.

Understanding the benefits of the 'step-up in basis'

As we've made clear in prior posts, one of the primary objectives of estate planning is to ensure that as many of your hard-earned assets as possible are transferred to your loved ones upon your passing, such that that the federal government's tax interest is effectively minimized.

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