If you’re struggling to understand the tax differences between stock held in a revocable versus irrevocable trust, what the step-up in basis means, or the difference in tax treatment for stock inherited in taxable versus pre-tax accounts, this post is for you. 

Feeling guilty after getting an inheritance is a lonely, but common, experience. Learn how to identify the source of this guilt, explore ways to create a new relationship to inherited wealth, and define your unique legacy as an inheritor.

Understand the logistics of planning to pay for your kids' college education with grandparent support, including: how to open education funding discussions with your parents, the best places to save money for your kids’ future, and how to avoid over-funding 529 accounts. Includes helpful advice for grandparents!

Empower yourself to exercise your legal rights, understand when and how you can take distributions from an inherited trust, and start building a positive relationship with your trust fund.

Common pitfalls for siblings who inherit property jointly, tips for managing a property inherited jointly with siblings, and how to plan ahead if you think you and your siblings will inherit property together.

Guidance to help you understand and organize an inheritance from your parents and the essential steps heirs need to take after parents die.

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.