Home > Insights > Blogs > Business Succession Solutions > "estate-planning"

Business Succession Solutions

Business Succession Solutions

(By accessing, browsing or using the pages below, you agree to the Blog Conditions of Use/Disclaimer available under "Links.")

Posts

Basis step-up: Planning for married couples

Steve Gorin August 7, 2019
A collection of old stock certificates

When a married person dies and passes assets outright or in a qualifying trust to the surviving spouse, those assets receive a new basis and are not subject to estate taxes. Under current tax laws, this provides a unique estate planning opportunities through unused exemptions and marital trusts. READ MORE