A practical roadmap for your first year as an inheritor. Whether you're feeling overwhelmed by your new financial reality or trying to figure out how to build a meaningful legacy, this post will help you move forward with confidence and clarity.

Wondering what to do with an inheritance? I break down the 6 steps every young inheritor needs to know. Learn why rushing into decisions is the biggest mistake new inheritors make, and discover the strategic moves that can help you spend, grow, and give your wealth in line with your values. 

Essential capital gains, estate, and income tax considerations for inheritors. Whether you've inherited a primary home, vacation property, or multiple rentals, learn what you need to minimize your tax exposure and make informed decisions about your inherited assets.

Essential techniques for navigating disputes and tension in ultra-high net worth (UHNW) families. In this guest post from Suzy Reidman of Given Not Earned, you’ll get practical tips for brainstorming solutions, setting expectations, and implementing a conflict resolution process to preserve family harmony during family business and inheritance discussions.

Learn when you NEED a professional in your corner after inheriting an IRA. Recent legislation shifted the game for inheritors. Get the expert help you need to avoid getting tripped up by taxes, penalties, or timelines.

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. 

Everything inheritors need to know about hiring a financial advisor. Learn when you NEED professional help after getting an inheritance and discover how a financial advisor can help you use inherited wealth to redefine and realize your life goals.

5 ESSENTIAL steps inheritors need to take after inheriting investments. Learn how to transfer assets into your name, understand the tax implications of inherited assets, and build a plan to manage, grow, and give inherited assets in line with your values and long-term goals.

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?