 |
Retire On Your Best Path with Liz WhitteberryAuthor: Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information. Language: en-us Genres: Business, Careers, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Selling an Inherited Home: The Tax Fear That Stops Families
Thursday, 26 February, 2026
When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families is fear of taxes, even when that fear isn’t fully understood. Today’s listener question is about an inherited home and hesitant siblings.Here’s some of what we discuss in today’s show:Step-Up in Basis Explained – Why heirs typically don’t owe taxes on decades of appreciation.Capital Gains Timing Matters – When taxes apply after inheritance.Document Fair Market Value – Why getting an appraisal at date of death is critical.Trust vs. Direct Inheritance – How ownership structure affects reporting and decision-making.Step-Down in Basis (Yes, It Happens) – What changes if property values decline.Sibling Dynamics & Planning Ahead – Why clear instructions can prevent family gridlock.Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
