Keep the House, Skip the Tax: Estate Planning Tips



Selling a family home to pay for assisted living can trigger massive capital gains taxes, costing heirs millions. Learn how planning ahead can save your family from unnecessary tax burdens with smart estate strategies like a stepped-up basis and timing the sale correctly.

This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.

To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com

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