Avoid The Costly Estate Mistake That Erases Your Step-Up In Basis (118)

We break down a costly estate planning mistake that can cost you six-figures with the IRS! A simple change in timing preserves the step-up in basis. A real client story and a simple change that can preserve your gift. • The risk of gifting appreciated real estate • What's the step-up in basis? • Probate, good or bad? • Simplify gifting • When and how to consult attorneys and advisors • Practical steps for rentals, equities, and businesses 🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly ↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/ 🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/ 🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/ ▶️ YouTube: Paradigm Wealth Partners If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me. Thanks for Listening! Jonathan

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