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Question # 16

Which of the following results in a “step-up in basis” for heirs?

Options:

A.

Lifetime gifts of appreciated stock

B.

Inherited assets at death

C.

Transfers to a revocable trust during life

D.

Gifts to charity of appreciated property

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CFP Overview

Name Financial Planner (CFP)
Code CFP
Vendor Finance, Insurance and Real Est
Certification Certified Financial Planner Board of Standards Inc. (CFP Board)

CFP Questions