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A stepped-up basis can be higher than the before-death cost basis, which is the benefactor's purchase price for the asset, adjusted for improvements or losses. Because taxable capital-gain income is the selling price minus the basis, a high stepped-up basis can greatly reduce the beneficiary's taxable capital-gain income if the beneficiary ...
Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity , and may include minimizing gift, estate, and generation-skipping transfer taxes .
The designation TEP after a member's name is the only widely recognised mark for professionals in the trust and estate administration industry. [ 3 ] [ 4 ] All STEP members are subject to a Code of Professional Conduct requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their ...
The key differences are the length of the coverage and the cost. Ciara Lister, Legado co-founder, said, “Think of term life insurance as a 10-, 20- or 30-year rental.
Dana Blue, Esq. an experienced estate planning attorney at Dana Blue Law, said that part of your estate planning is to designate who you want to get your stuff. “Consider friends, charities, and ...
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