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Learn how property values affect estate planning, trust funding, and tax implications. Discover strategies for managing real estate in your estate plan.
Property values directly impact your taxable estate since real estate is included at fair market value when you pass away. If your total estate exceeds $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Jan 2, 2026, your heirs may face federal estate taxes at rates up to 40%26 USC 2001(c)Verified Jan 2, 2026. Properties that appreciate significantly over time can push estates over the exemption threshold, making tax planning crucial for real estate owners.
