Basis step-up is a powerful tax-saving tool. Often, it is why it is preferable to bequeath a home/stocks instead of gifting it. Although this article is making the case against basis step-up, it is important to understand why it is so advantageous and why you should plan with it as part of your estate planning strategy.

Has a myth about Estate Planning left you confused or kept you from starting?

The Estate Planning process captures your legacy by ensuring that your wishes are fulfilled while providing protection for your loved ones and assets.  However, many myths hinder the process and even prevent some people from getting started.  That is why we put together a helpful guide to address these myths and to provide you with insightful guidance.

Thank you!