『Selling an Inherited Home: The Tax Fear That Stops Families』のカバーアート

Selling an Inherited Home: The Tax Fear That Stops Families

Selling an Inherited Home: The Tax Fear That Stops Families

無料で聴く

ポッドキャストの詳細を見る

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families is fear of taxes, even when that fear isn’t fully understood. Today’s listener question is about an inherited home and hesitant siblings.

Here’s some of what we discuss in today’s show:

  • Step-Up in Basis Explained – Why heirs typically don’t owe taxes on decades of appreciation.
  • Capital Gains Timing Matters – When taxes apply after inheritance.
  • Document Fair Market Value – Why getting an appraisal at date of death is critical.
  • Trust vs. Direct Inheritance – How ownership structure affects reporting and decision-making.
  • Step-Down in Basis (Yes, It Happens) – What changes if property values decline.
  • Sibling Dynamics & Planning Ahead – Why clear instructions can prevent family gridlock.

Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

まだレビューはありません