Tax strategy that keeps you from selling land could make it easier for heirs to sell after you're gone. What farm families ...

In today’s Living Akamai segment, John spoke with Kay Mukaigawa of Engel & Volkers Honolulu about an important topic in real estate and estate planning: cost basis and the stepped-up basis rule. Kay ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

The Internal Revenue Service (IRS) has introduced a significant change affecting irrevocable trusts, altering how the step-up in basis applies to assets within these trusts. This adjustment could have ...

Estate planning has long been about building and preserving wealth, minimizing taxes and smoothly transferring assets across generations. With the new administration in office, discussions around ...

If you manage an irrevocable trust or are considering creating one, recent Internal Revenue Service (IRS) changes may directly affect your estate planning. A new regulation modifies how the step-up in ...

I noticed this tweet from a wealth adviser: “The greatest perpetuator of U.S. wealth inequality is the stepped-up basis rule. Basically, when you die, all the capital gains on your assets (home, ...

Landowners should review titles and communicate with heirs about how their land titles impact stepped-up basis calculations.

With the recent increase of the 2026 federal estate and gift tax exemption to an unprecedented and astounding $15 million per person (a whopping $30 million for married couples), the necessity of ...

Do funds in a Roth IRA get the benefit of a stepped-up basis for my heirs when I die? No, the cost basis of the assets held within your IRA will not step up or reset to their current market value when ...