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Note: One element in the home ownership equation relates to estate valuation and the estate taxation system. The net equity value of the home is an estate valuation asset (as is the value of life insurance death benefits). In combination, both of these estate value assets can greatly increase the taxable estate well beyond what many investors might think of as their invested wealth. As of now, the Congress has not addressed the return of the pre-2000 taxable estate exemptions which are scheduled to revert back into law after 2010. --[[User:Blbarnitz|Blbarnitz]] 02:47, 31 May 2009 (UTC)
Note: One element in the home ownership equation relates to estate valuation and the estate taxation system. The net equity value of the home is an estate valuation asset (as is the value of life insurance death benefits). In combination, both of these estate value assets can greatly increase the taxable estate well beyond what many investors might think of as their invested wealth. As of now, the Congress has not addressed the return of the pre-2000 taxable estate exemptions which are scheduled to revert back into law after 2010. --[[User:Blbarnitz|Blbarnitz]] 02:47, 31 May 2009 (UTC)
::Barry, I'm not sure I see your point. If I have a $4 M estate, and my choice is between having $500 K in capital gains in my home at death versus an incremental $500 K in capital gains in mutual funds, there is no difference in treatment for the home is there? As compared to a sale during my lifetime, when the capital gains treatment difference is night and day. -[[User:Dan Kohn|Dan Kohn]] 19:37, 31 May 2009 (UTC)