08/28/2026
Own property? ๐ก Your estate plan should account for it.
Forbes talks about how real estate can offer real tax advantages for your heirs, like a step-up in basis that can reduce what they owe when they inherit it - https://www.forbes.com/councils/forbesfinancecouncil/2026/07/16/real-estates-role-in-wealth-tax-and-legacy-planning/
Real estate deserves a larger role in the portfolio conversation, not as a replacement for public markets but as a complement to them.