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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: rayvt ⎊🐝  😊 😞
Number: of 12641 
Subject: Re: Berkshire or RSP
Date: 04/08/2024 12:14 PM
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No. of Recommendations: 2
why liquidate upon passing?
take advantage of the stepped up basis for your heirs.

No, this is what they should do _after_ they get the inheritance. The stepup has already happened.

My instructions to them are to sell everything immediately after they receive them, and put it all in those 2 Vanguard funds.
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