Proposed Step-Up Basis Elimination Legislation and Its Portfolio Impact
Step-up basis elimination keeps failing due to record-keeping challenges for heirs.
Marcus Okafor
Section
Estate Planning
3 stories in Estate Planning.
Tenancy in Common Structures for Multigenerational Property Ownership
Each owner can direct their share to different heirs and separately exchange proceeds at sale.
Renata Solberg
LLC Ownership of Exchange Properties and Estate Planning Alignment
Structuring your LLC for 1031 exchanges requires alignment with tax rules and estate planning goals.
Renata Solberg