Use This
Use This
+4
Jun 23, 2026
•
3 min read
Estate Planning Has a Death Problem
This Week: The Document That Handles the Years Before Death, a Question for the Client Who Forgets They'll Be Alive First, and Four Triggers Before Incapacity Tests the Plan
Use This
+5
Jun 16, 2026
•
3 min read
Cost Basis at Death: Step Up, Step Down, Double Up, or Nothing at All
This Week: Three Rules About Cost Basis at Death, a Line for the Client About to Make a Gifting Mistake, and Four Triggers for Appreciated Assets