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  2. Defeasible estate - Wikipedia

    en.wikipedia.org/wiki/Defeasible_estate

    A fee simple subject to an executory limitation is an estate that ends when a specific condition is met and then transfers to a third party. The interest will not revert to the grantor. If the condition is met, the grantee loses the interest and the third party gains it automatically. [2] Example:

  3. Stepped-up basis - Wikipedia

    en.wikipedia.org/wiki/Stepped-up_basis

    However, in the case of a beneficiary who receives an asset from a benefactor after the benefactor's death, the beneficiary's basis in the asset is "stepped up" to the FMV on the date of the death. For example: If, on the date of a taxpayer's death, he had a basis of $35,000 in the house and the house's FMV was $100,000, and the taxpayer's ...

  4. Ask an Advisor: How Can We Avoid Capital Gains Tax on a ... - AOL

    www.aol.com/ask-advisor-were-inheriting-house...

    This example is very simplified because it assumes the purchase price is the couple’s exact cost basis and ignores transaction costs like real estate agent fees that can reduce the gain.

  5. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    The descriptive "death tax" emphasizes that death is the event that invokes a tax on the deceased's former assets. An estate tax is levied on the deceased's assets before they are distributed by the federal government and twelve states; Connecticut, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New York, Oregon, Rhode Island ...

  6. What Is a Lady Bird Deed & How Does It Work in Florida? - AOL

    www.aol.com/finance/lady-bird-deed-does-florida...

    Minimize capital gains taxes: Upon the property owner’s death, the property’s value for tax purposes can receive a “stepped-up basis” to its fair market value. This means that if the ...

  7. This Is Who Should Consider Getting a Transfer on Death (TOD ...

    www.aol.com/finance/transfer-death-tod-deed-2023...

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  8. Fee tail - Wikipedia

    en.wikipedia.org/wiki/Fee_tail

    In English common law, fee tail or entail is a form of trust, established by deed or settlement, that restricts the sale or inheritance of an estate in real property and prevents that property from being sold, devised by will, or otherwise alienated by the tenant-in-possession, and instead causes it to pass automatically, by operation of law, to an heir determined by the settlement deed.

  9. Life estate - Wikipedia

    en.wikipedia.org/wiki/Life_estate

    The ownership of a life estate is of limited duration because it ends at the death of a person. Its owner is the life tenant (typically also the 'measuring life') and it carries with it right to enjoy certain benefits of ownership of the property, chiefly income derived from rent or other uses of the property and the right of occupation, during his or her possession.