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@edwardcollins_upleveled
If you own property with a spouse, how you hold title can make a big difference when it comes to taxes and probate. In community property states, you get a full step-up in basis when one spouse passes—but in other states, that’s not always the case. A living trust can help ensure you get the best tax benefits while avoiding probate. It’s all about having the right structure in place! #EstatePlanning #RealEstate #Trusts #WealthProtection #TaxPlanning #GetUpleved credit (IG): Minh Nguyen - whatsamortgag minhs2cents SF0618

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    • realestate
    • trusts
    • estateplanning
    • getupleved
    • taxplanning
    • wealthprotection