Estate planning has long been about building and preserving wealth, minimizing taxes and smoothly transferring assets across generations. With the new administration in office, discussions around ...

If you open a step-up CD you'll lock in a deposit for a term, but the interest rate may increase. Step-up CDs are only available at some banks and credit unions, and often through limited terms. Rates ...

A step-up in basis occurs when an appreciated asset is inherited from someone who has died, and the asset's cost basis is adjusted to fair market value as of the date of death. The cost basis of an ...