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If you’re planning to leave a financial legacy to your family or favorite charity, be sure to work with your financial professional, estate planning attorney and tax specialist. They can help ensure that your documents are drafted properly and consider taxation of your plan.
However, appreciated assets, such as stocks, generally receive a step up in basis at the owner’s death, so any appreciation since you acquired the investment won’t be taxable to your heirs. (This benefit may be limited in the future.)
Find rated charities at https://www.charitynavigator.org.
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