Capital Gains Tax

Transferring Property to Heirs? Skip Top Five Mistakes

Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you. Read more

Do I Pay Taxes When I Inherit

An inheritance is a windfall that can absolutely help someone’s financial situation — but it can make your taxes tricky. Read more

Cryptocurrency as Inheritance

How should you include digital assets in your estate plans? What do your heirs need to know about inheriting these assets? Read more

Should You Put Your Child’s Name on the Deed to Your House

If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block! Read more

Step-up in basis, also known as stepped-up basis, is a wrinkle in the federal tax code that can help heirs avoid or reduce taxes on inherited assets. Read more

Inheritance - grandfather and young child in a swing

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind. Read more