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In the intricate web of life, we often find ourselves entangled in the tantalizing allure of "what ifs." What if I had invested in that stock? What if I had timed the market just right? What if I had pursued that job opportunity or married that special someone? These questions, seemingly innocent at first glance, have the power to lead us down a rabbit hole of remorse and disillusionment.

Estate planning is a complex endeavor, and one of its most intricate components is the "step-up in basis." This mechanism can significantly influence the after-tax value of assets, especially when considering the difference between a full and partial step-up. Financial advisors play a pivotal role in guiding clients through this maze, ensuring they maximize their wealth for themselves and their heirs.


Able Wealth Management's blog on personal finance, financial planning, investing, taxes, and the behaviors and decisions that influence our actions.

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