Erin Talks Money | Erin Moriarity

Erin Talks Money | Erin Moriarity

Putting Assets in a Trust? Don’t Lose the Step-Up in Basis

Sep 10, 2026 · 0:12:48

Listen to Episode

✨ AI Summary

Explains how trusts affect the step-up in basis for heirs.
Details capital gains tax consequences based on trust structure.
Compares revocable, irrevocable, grantor, and bypass trusts.

More from Erin Talks Money | Erin Moriarity

This Is Why Your Retirement Taxes May Shock You

Oct 12, 2026 · 0:18:20

401(k) ATTORNEY: Don’t Touch Your 401(k) Until You Watch This

Oct 9, 2026 · 0:46:20

I’m 60 With a $400,000 Windfall—But It’s All I Have

Oct 8, 2026 · 0:21:35

How Many Retirees Actually Run Out of Money?

Oct 7, 2026 · 0:23:04

View all episodes →