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Author: papaduke101 One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121219  
Subject: Re: 2013 Stepped-Up Cost Basis Date: 1/15/2013 7:06 PM
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Thanks for the good tips, Phil.
We have a lawyer who prepared our wills, Power of Attorney, etc and a local CPA who does our straight forward taxes. Our financial situation is not complicated, but as you say, deaths are a stress on family members. An up to date Letter of Instruction that cites various details to include "not to act in haste or fall victim to impetuous, unwelcome advice" will be a valuable reference.

Joe
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