Inheritance Step-Up Finder
Are you planning to sell your home or stocks? See why waiting could save your family thousands in taxes.
Asset Valuation
Your original "cost basis."
What is a "Step-Up"?
When an heir inherits an asset, the IRS generally resets the "cost" to the value on the date of death. If you sell now, you may pay tax on the growth. If they inherit it, that taxable growth can be legally eliminated.
Estimated money saved for your heirs.
If you sell this asset today, capital gains taxes could take $60,000, leaving your family with less of your hard-earned legacy.
Step-Up Strategy
This tool is an educational estimate. The best strategy depends on estate size, state taxes, asset type, timing, and your cash-flow needs.
Maximize Your Wealth Transfer.
Do not let poor tax planning drain your estate. Our specialists help structure assets for tax-efficient wealth transfer.