#estate tax

2개의 글

May 11, 2026

Real Estate in Estate Tax Planning 2026 — Valuation, Appraisals, and Tax-Saving Strategies

Master real estate estate tax planning for 2026. Federal exemptions, state estate taxes, step-up in basis, QPRT strategies, FLP valuation discounts, appraisal requirements, and worked scenarios for high-net-worth families owning property.

estate tax real estate step-up in basis

May 6, 2026

Living Trust vs Will: Which Estate Planning Tool Do You Actually Need in 2026?

Revocable living trust vs last will and testament: comparing probate avoidance, privacy, incapacity planning, ancillary probate across multiple states, pour-over wills, and federal estate tax thresholds ($15M in 2026). Includes cost comparison and decision framework.

living trust will estate planning