Harnessing the power of step-up in cost basis
For those looking to efficiently transfer wealth, here are some considerations and strategies when planning for step-up in cost basis.
For those looking to efficiently transfer wealth, here are some considerations and strategies when planning for step-up in cost basis.
Potential changes in estate and gift tax laws are causing some individuals to review plans and choose how to pass wealth to beneficiaries.
Potential changes to stepped-up cost basis rules may emerge as lawmakers consider federal revenue needs.
The focus in estate planning has shifted to income taxes, including strategies for the step-up cost basis, a planning consideration to manage capital gains.