What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets
Darrow Wealth Management
JANUARY 16, 2025
You’ll need to fill out paperwork with the custodian if there isn’t a financial advisor managing the accounts. Similarly, interests in a closely-held business will also need a professional valuation. Darrow Wealth Management is afee-only financial advisory firmand full-timefiduciary.
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