Free
Message: A new strategy

Nope. The value of the asset as a cost basis for those who inherit is the value at the close of business (trading) on the day of your demise (unless on a weekend or holiday, in which case it goes to the last business day). The value at that time is also what is used as asset value for estate tax purposes, should you (Executor/Successor Trustee) need to file (which, unless your net worth is well over $5M, is unlikely).

FWIW,

SGE

Share
New Message
Please login to post a reply