Every Parent Over 60 Who Owns a Home Is Making a $120,000 Estate Planning Mistake Right Now
⚠️ If you own a home and you're over 60, your house could be headed to probate court right now — and your family would pay tens of thousands of dollars to get it back. Most parents assume a will is enough to protect their home. It is not. A will goes through probate. And probate on a $400,000 home can cost your family $25,000 to $45,000 in attorney fees, court costs, and delays — sometimes taking over a year before your children see a single dollar. In this video, I break down 5 things every homeowner over 60 needs to know before the end of 2026, including the Transfer on Death Deed that transfers your home with zero probate and a $30 filing fee, the step-up in basis rule that eliminates capital gains tax for your children entirely, why gifting your home while you're alive could cost your kids $45,000 in taxes, and the 2026 estate tax changes that may have already made your current plan outdated. One afternoon of paperwork could save your family $30,000. This video shows you exactly where to start. 📌 Resources mentioned in this video: 🔹 Find an Estate Planning Attorney — NAELA.org 🔹 Transfer on Death Deed — Search your state name + "Transfer on Death Deed" 🔹 State Estate Tax Thresholds — Your state's Department of Revenue website 🔹 CPA Referral for Step-Up in Basis Questions — AICPA.org 🔹 Maricopa County (AZ) TOD Deed Example — Maricopa County Recorder's Office 📣 This content is for educational purposes only and is not legal or tax advice. Estate planning laws vary by state. Please consult a licensed estate planning attorney before making any decisions about your home or estate. 💬 Drop a comment and tell us — do you have a trust, a will, or nothing yet? Do you know if your state offers a Transfer on Death Deed? We read every comment and your situation may become a future video. 🔔 Subscribe and turn on the bell so you never miss a video.

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