First, we're sorry. If you're reading this, you may have lost someone, and now you're also the person responsible for sorting out their affairs. Take a breath — we'll walk through the tax side gently, and you don't have to do any of it alone.
When heirs inherit assets like a home or stock, the tax "cost basis" usually resets to the value on the date of death. That means decades of appreciation may not be taxed if the asset is sold soon after. It's one of the most valuable — and most overlooked — rules for families.
We've sat with many families through this, and we move at your pace. We'll prepare the returns, coordinate with your attorney, explain every step in plain language, and treat your family with the patience and care this moment deserves. Learn about our estate services or reach out whenever you're ready.
We're friendly, local, and the first conversation is always free.
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