Inheriting an IRA may not be the windfall you think it is. Discover why recent legislation means you could lose up to 50% of your parent's retirement savings to taxes, and learn critical steps you can take to protect your inheritance.

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.

An insider’s perspective on navigating the overwhelming process of managing inherited wealth when you're starting from scratch. Learn the essential building blocks EVERYONE needs to understand before or after receiving an inheritance.

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. 

Join me as I unpack how the Fed's rate cuts, election buzz, and global uncertainty drive stock market volatility. This short, jargon-free market recap has the news and advice you need, whether you're a crypto connoisseur or still trying to figure out what a stock actually is.

Learn how to craft an investment strategy that aligns with your lifestyle and future goals, from understanding risk tolerance to navigating liquidity. Read, watch, or listen for the practical tips current and future inheritors need to make informed decisions about family wealth.

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.

Read, listen, or watch to explore common misconceptions about the trust fund lifestyle and the reality trust beneficiaries face. If your trust is stressing you out, you aren't alone. I've got the practical advice you need to start navigating your trust with confidence.

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.

Dive into the rarely discussed world of young inheritors who find themselves unexpectedly wealthier than their peers. Discover how to navigate tricky friendships, beat the wealth guilt blues, and find your tribe when your bank account doesn't match your friend group.

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.

Dive into that awkward money talk you've been avoiding with your folks. In this episode, I give you the tools to break the ice and get the lowdown on your family's finances without starting World War III at the dinner table. 

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.