Tax Planning

Step-Up in Basis

When you inherit an asset, its tax basis is 'stepped up' to its fair market value at the date of death. This eliminates capital gains tax on any appreciation that occurred during the deceased person's lifetime.

Practical Example

Dad bought stock for $10,000. When he dies, it's worth $100,000. His daughter inherits it with a stepped-up basis of $100,000. If she sells it for $105,000, she only pays capital gains tax on $5,000, not $95,000.