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Lifetime Income Series: Adam Sherry on the Consequences of How You Take Title to Property

Jim welcomes back Adam Sherry, an estate planning attorney at Anderson & Yocum, APC. In a wide-ranging discussion on estate planning issues, Adam focuses on the side effects of holding property in joint tenancy, how it may lead to a number of unintended consequences and other ways to take title to property. Adam explains about how to achieve a step-up in basis on property to eliminate the estate burden of capital gains tax. Adam covers community property, tenants in common, and trusts as alternatives to taking title to real property.

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