News

Step-up in Basis - What is it and how does it work?

Ann Clogan

A beneficiary who inherits an asset from an estate must take into account how the inheritance impacts their own estate from a capital gains tax liability perspective. Fortunately, the United States currently permits what is known as a “step-up in basis,” which helps alleviate potential income tax burden on a beneficiary.

Featured Press

News Story

Trustate selected as a Fire Awards Honoree

Lauren Coffey

Trustate is proud to announce we have been selected as a Tampa Bay Fire Awards Honoree for 2021.

News Story

Trustate selected for Startup of the Year Competition

Cheryl Rogers

“We are very excited to be named a [semi]finalist in Startup of the Year and honored to be among such an amazing group of founders and innovative companies. We are also thrilled to see Startup of the Year come to Tampa, a community that has welcomed us with open arms since moving our business here in early 2021,” says Co-Founder and COO Tara Faquir. “We hope this event is an opportunity for other founders to experience the vibrant Tampa tech scene."

News Story

Trustate Nominated as Emerging Tech Company of the Year!

Veronica Brezina

We are pleased to announce that we have been nominated as Emerging Tech Company of the Year by Tampa Bay Tech.

View All News Stories

Video

Video: Commercial Real Estate Update & Pandemic Wealth Planning Strategy

FEI Baltimore Chapter (Behind the Board Speaker Series)

In this video, you will find insights into wealth planning and creation in our current economic climate with Michael Mendelsohn, Vice President at Blackstone, the world's largest owner of RE in the world, and Leah Del Percio, president and CEO of Trustate, an estate settlement tech platform.

Watch the Video

Kindle eBook

Download the eBook: What to Do When Someone Dies

By Leah Del Percio

A guide to opening and managing an estate after your loved one dies. Learn how estate administrators and executors can handle the process with less anguish.

Get the eBook

Featured Blogs

Blog Post

My Spouse Died With A Digital Wallet - Now What?

Asaad Faquir and Tara Faquir

As more people are investing in digital assets the prospect of people dying while owning digital assets is a reality.

Blog Post

Probate vs. Estate Administration; What's the Difference?

Leah Del Percio

Generally speaking, probate is simply one small part of an estate administration.

Blog Post

‘Tis the Season to Empathize with Your Clients

by Trustate

Navigating the holidays after the death of a loved one is never easy. Not only do the emotions impact your clients, but they also can impact you. Here’s to mindfulness all around.

View All Trustate Blogs

Trustate News and Resources

Featured Press

Featured Blogs