Do you have a plan for your highly appreciated assets? "At the very least, most taxpayers with highly appreciated assets should consider the impact of basis planning before making any lifetime gifts
- Kaitlin Riley
- Aug 19, 2024
- 1 min read
Do you have a plan for your highly appreciated assets?
"At the very least, most taxpayers with highly appreciated assets should consider the impact of basis planning before making any lifetime gifts or finalizing their estate plans."
This article from Mondaq.com highlights several considerations for your highly appreciated assets when it comes to estate planning.
For questions about your highly appreciated assets and estate planning, contact us today!
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