Essential steps you need to take after receiving a windfall, whether it’s an inheritance, business sale, lottery winnings, or a settlement payout.

My 5/5/90 Rule for managing an inheritance was recently featured in The New York Times. What do younger inheritors need to know beyond this advice?

The key details inheritors need to know about how trusts work, different types of trust funds, what happens to a trust after someone dies, and how trust funds pay out.

Everything you need to know about inheriting property with siblings, buying siblings out of an inherited house, and managing disagreements when you inherit a house with siblings.

A guide for inheritors struggling to figure out what happens when you inherit money, the steps of the inheritance process, and when your inheritance will arrive.

If you’re navigating an inheritance, talking to your parents about their estate plan, or creating your estate plan, you need to understand the advantages and disadvantages of trusts versus wills.

Inheriting wealth from a trust and wondering how to get money, if you’ll pay taxes, and what else happens next? It depends on the type of trust you are inheriting from and the provisions that the grantor (the person who wrote the trust) included.

The information you need to know about probate, whether you’re going through it now or trying to explain to your parents why they need to update their estate plan to avoid probate after they die.

There are simple and clear differences between wills and trusts. Get a breakdown of the what, why, and how of wills and trusts to understand their purpose and what they may mean for your inheritance.

Save yourself time and heartache by learning the five things everyone needs to know about what happens after a loved one dies.

The five most common places inheritors of multi-million dollar estates should look to when building a plan to manage their inheritance.

Are you wondering how to talk to your parents about estate planning? Or why it’s important? Wherever you’re at, I’ve got the reasons you NEED to talk to your parents about their estate plan and tested & proven strategies to get your parents to open up about their end-of-life wishes and estate plan.