Cities · Daly City

Step-Up In Basis

Step-up in basis when a Daly City family plans to keep the home for now.

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Overview

Keeping the home does not erase the value of good basis records. A future sale, a later refinance conversation, or fairness among relatives can all depend on documentation created close to the date of death. Ask a CPA what to retain even if no sale is planned this year.

What to keep in mind

  • Keeping the home does not remove the need for basis records
  • Today’s valuation file can matter years later
  • Ask a CPA what to keep even if you are not selling yet

City hub

This guide is part of Daly City on Bay Area After Death.

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What To Do When Someone Dies

First steps after a death in Daly City — secure the home, gather records, and choose the next call without rushing a sale.

 Probate Help

Probate help for Daly City — confirm the right county context before following SF-focused advice.

 Home Appraisal After Death

Daly City home appraisals after a death — prepare access, occupancy facts, and a clean scope for the estate file.

 Estate Settlement Checklist

A Daly City estate settlement checklist — household access, county-correct requests, and professional follow-ups.

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