Library

8 Estate Planning Myths to Rethink

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

WHEN ASSETS GET A ½ STEP-UP IN COST BASIS

Many people are aware that when the owner of a taxable asset passes away, the party that inherits that asset do so at a stepped-up cost basis.