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On the death of the 2nd spouse in a A/B trust arrangement it appears that the basis of real estate in the bypass (decedents) trust does not step up. That is a g...
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Thank you, I will take a look at ATOM.
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I have been using Lacerte DMS since it's inception and like it. But need a cloud based system now. I tried Smart Vault and do not like it as it is to complicate...