Plain-English explanation
Real estate + step-up + trust + insurance = durable transfer.
Examples
- Revocable trust + step-up basis + ILIT for liquidity.
Common mistakes
- No estate plan past $2M net worth.
Related questions
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Tax Concepts
Estate Planning
Coordinated legal and tax strategies for transferring wealth at death.
Reviewed by Keiron Brown, Founder & Editor, CalculateRealEstateROI · Educational estimates only — not investment, financial, tax, or legal advice
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