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Estate Planning·

The Quietest Tax Break in America: How Inheriting Mom's House (Instead of Getting It Early) Can Save Your Family $50,000 or More

Most blue-collar families have one really big asset: the house. How you inherit that house makes a massive difference at tax time. Understanding basis step-up, and why putting the kids on the deed is almost always a mistake, can easily save a Florida family $50,000 or more.

By David A. Yergey III · Yergey & Yergey, P.A.

The Quietest Tax Break in America: How Inheriting Mom's House (Instead of Getting It Early) Can Save Your Family $50,000 or More — Yergey & Yergey P.A., Orlando

Most blue-collar families have one really big asset: the house. How you inherit that house makes a massive difference at tax time. Understanding basis step-up, and why putting the kids on the deed is almost always a mistake, can easily save a Florida family $50,000 or more.

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