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Retirement tax questions
@Sedutra wrote:
I thought the whole reason for a trust was to avoid probate.
It is one of the primary reasons for many people (there a host of others).
@Sedutra wrote:
.....I've been given conflicting information on this (such as just put them on the deed so they assume the house) and now you say do not do that.
There are other options; speak with your attorney. If you add them to the deed as co-tenants (owners), you run the risk of losing the benefit of the stepped-up basis.
‎June 26, 2024
1:59 PM