Search our articles archive

Stepped-up basis is the term used to describe the basis of property that a taxpayer receives from a decedent under the Internal Revenue Code § 1014(a).

When someone dies, heirs can be surprised to learn what the estate holds for them. They aren’t alone, either: Estates are often shrouded in some mystery even for the people who plan and manage them.

From WSJ “Your Money Matters: Getting going”.

In the estate planning area of the law two certifications are available to attorneys.

Week 1: Introduction & Personal Assessment

Glossary Of Terms.

FEEL Ask First Completed Form

FEL Ask First Blank Form

Week 7: Fixed Income Investing

Week 6: Equity Investing