Imagine passing real estate to your loved ones—without handing the IRS a massive tax bill. That’s the power of the step-up in basis.

In this episode of The Legacy Academy, attorney and tax strategist Natalia Ouellette-Grice, JD, MBA unveils one of the most overlooked wealth-preservation tools in estate planning. She breaks down what the “step-up” actually means, how it works, and how it can save real estate investors hundreds of thousands in capital gains taxes.

You’ll learn how valuation works at death, why entity ownership and trusts can complicate eligibility, and which simple mistakes can cause families to lose this benefit entirely. Natalia also shares how proactive estate planning can help investors structure their portfolios to maximize tax efficiency for generations.

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