Passing On the House: Step-Up in Basis, Gifting Rules, and the Estate Tax Most Families Will Not Pay episode artwork

EPISODE · Jul 5, 2026 · 16 MIN

Passing On the House: Step-Up in Basis, Gifting Rules, and the Estate Tax Most Families Will Not Pay

from Inheritance Planning Made 123Easy · host Ian Schaeffer

Give the kids the house now, or leave it to them later? The tax code treats those two acts completely differently, and the difference can be worth six figures. The finale of The Fourth Color: step-up in basis, the gifting rules that surprise most families, and the estate tax fear most families can retire.Read the full article: https://news.americanretirementadvisors.com/step-up-in-basis-gifting-house/American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.

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Passing On the House: Step-Up in Basis, Gifting Rules, and the Estate Tax Most Families Will Not Pay

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