Legacy Planning Archives - Cox & Cook Wealth Advisors

Demystifying Estate Planning: A Comprehensive Guide for Everyone

Demystifying Estate Planning Estate planning is a topic often shrouded in misconceptions and misunderstandings. Many believe it’s only for the wealthy or involves complex trusts, but the truth is that everyone, regardless of their financial status, should have an estate plan in place. In this blog, our financial planning firm explores the importance of estate […]

Maximizing Wealth Transfer: Unlocking the Power of Step-Up in Cost Basis for High-Net-Worth Individuals

Leave a Comment / Legacy Planning / By Tom Cox

Maximizing Wealth Transfer As high-net-worth individuals, optimizing tax savings and preserving wealth for future generations is paramount. This blog post will delve into the key strategies tailored specifically for individuals with substantial assets. We’ll explore the concept of “Step-Up in Cost Basis,” a powerful tool that allows you to transfer appreciated assets to heirs while

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Legacy Planning

Demystifying Estate Planning: A Comprehensive Guide for Everyone

Maximizing Wealth Transfer: Unlocking the Power of Step-Up in Cost Basis for High-Net-Worth Individuals

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