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Personal Finance (Not Investing) • Step-up Cost Basis in Revocable LT Upon 1st's death

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No. It was purchased with the joint account, and with the joint tenancy in the title already (and of course it's after our marriage, so from all the feedback/resource, it should deem CP, but not necessary CPWROS.)
But once it is in the trust, that doesn't matter.

Statistics: Posted by toddthebod — Tue Mar 19, 2024 8:28 pm — Replies 16 — Views 628



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