Waiting for Inheritance Cost This Family $180,000

A US step-up in cost basis at inheritance can erase capital gains tax entirely, which usually makes waiting the obvious choice. But in a real client case involving Indian property, Amol Desai ran the full comparison, including the rupee's historically consistent 4-5% annual depreciation against the dollar, and found gifting the property now and investing in the US left the family ahead by roughly $160,000 to $180,000 over the same timeline.

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