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01 Sep What is a “Step Up in Basis”?

Step Up in Basis A "Step Up In Basis" is probably the best and biggest tax break the IRS code allows.  Normally, when you sell an asset that has appreciated in value, you pay what is known as a capital gains tax. But, for assets that...

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03 Jul Estate Planning for Same Sex Couples

June 26, 2015 the Supreme Court’s landmark ruling in Obergefell v. Hodges, made it possible for all individuals to marry, regardless of their sexual orientation. This means that the legal landscape for same sex couples has dramatically changed. Same sex couples now have legal rights upon...

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