A Trust provides for a stepped up basis

Welcome to the Frank Bruno Law Channel! In this episode, we explore how a trust provides for a stepped-up basis, a key concept in estate planning that can have significant tax benefits for your heirs. Join NYC attorney Frank Bruno as he explains the mechanics of stepped-up basis, how it impacts the valuation of inherited assets, and why incorporating this strategy into your estate plan can be advantageous. Learn about the differences between trusts and other estate planning tools, and get expert legal advice tailored to your needs. Perfect for anyone looking to optimize their estate plan and minimize tax burdens on their beneficiaries. Subscribe now for invaluable insights from a trusted estate and real estate attorney in NYC!

Considering setting up a trust? Curious about how a stepped-up basis works? In this video, we dive into the advantages of a stepped-up basis in estate planning, ensuring your assets are valued appropriately and your heirs benefit from reduced capital gains taxes. We provide expert insights on trusts and their role in creating a tax-efficient estate plan.

Join Frank Bruno, an experienced Elder Law and Special Needs attorney from New York, as he breaks down this essential topic. Whether you're planning for your future or helping a loved one, this video offers valuable guidance to ensure your financial legacy is protected.

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Frank Bruno, Jr. is an experienced attorney in Elder Law and Special Needs with a strong presence in the Queens, New York community. Active in the Queens County Bar Association and New York State Bar Association, he frequently speaks at events about Elder Law. For more information on Elder Law, Medicaid Planning, Guardianship, Special Needs Trusts, or Probate law, contact the Law Office of Frank Bruno, Jr. today at 718-418-5000.

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For more information about estate planning and other legal services, visit: https://www.frankbrunolaw.com