Leave Your House to Your Kids Tax-Free Checklist
Avoid probate, preserve stepped-up basis, and protect your family from a six-figure tax mess
Based on: How to Leave Your House to Your Kids (Without Leaving Them a Tax Mess!) by Mark J Kohler
Avoid probate, preserve stepped-up basis, and protect your family from a six-figure tax mess
Based on: How to Leave Your House to Your Kids (Without Leaving Them a Tax Mess!) by Mark J Kohler
Here's something that might keep you up at night: what if the way you're planning to leave your house to your kids could cost them over $150,000 in unnecessary taxes? Mark J. Kohler, CPA and attorney, just revealed something that thousands of parents get wrong every single year, and it's creating financial disasters for the families they're trying to protect. You might think adding your kids to the title is the simple solution, or that a handwritten will gets the job done. But here's the truth: one wrong deed could trigger massive capital gains taxes, expose your home to your children's creditors and divorces, create gift tax reporting nightmares, and leave your family battling in probate court for months or even years. Mark walks through a real example: a home bought for $200,000, now worth $1.2 million, with three kids waiting to inherit. The difference between doing this right and doing it wrong? It's not just a few thousand dollars. It's potentially $100,000 to $150,000 in capital gains tax alone, plus legal fees, family conflict, and months of court proceedings. Now imagine this instead: your kids inherit the home with zero tax bill, zero probate, zero public records, and crystal-clear instructions on exactly what happens next. No fighting, no lawsuits, no creditors swooping in, no ex-spouses claiming a piece. Just a clean, professional transfer exactly the way you intended. That's what proper estate planning does, and Mark Kohler has been helping families and business owners structure these plans for years. He's seen the horror stories firsthand, including the heartbreaking case of a grandmother who nearly lost her home to the IRS because she put her son's name on the title and he had tax debt. This checklist breaks down every single step Mark covers in his detailed video: the five major problems with adding kids to your title, why transfer-on-death deeds aren't the silver bullet people think, how stepped-up basis works and why losing it could cost six figures, and most importantly, the exact strategy that solves every single problem at once. This isn't about being ultra-wealthy or avoiding estate taxes. This is about protecting a middle-class family asset and making sure it passes to the next generation without becoming a financial and legal nightmare. For $3.99, you get the complete action checklist that transforms Mark's expert advice into a step-by-step roadmap you can follow or share with your parents today.
Every checklist item comes with actionable notes to guide you — things like "Don't forget to do this before you start," "Avoid this common mistake," or "Set a reminder for 30 days out." Nothing vague, just clear next steps.
+ 23 more action items inside...
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