DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Being on the Deed v. on the Will

Jul 10, 2024
Discussion on the differences between being on a property deed and in a will, including tax considerations and legal protections. Exploring estate planning strategies to avoid probate and maximize benefits for beneficiaries through step-up in basis. Stress on holistic approach involving estate attorneys and financial planners for effective tax management.
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