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.

Understand the importance of reflection after death and learn what steps to take to build a long-term plan to manage an inheritance from your parents in line with your personal and financial goals.

There are a lot of things you CAN do with your inheritance. Deciding what you WILL do with your inheritance should be done with an understanding of the financial trade offs of putting funds towards one goal over another.

A comprehensive guide providing advice on how to navigate emotional, logistical, and financial challenges after receiving a significant amount of inherited wealth.

The steps you need to take to manage your inheritance, make smart financial decisions, and build a plan to use your inherited wealth to create positive impact and support your vision for the future.

Read transcript highlights or listen to the full episode to learn what tax returns inheritors may need to file, how state estate taxes can trip inheritors up, surprise tax issues in the estate settlement process, the new rules for RMDs and distributions from inherited IRAs, and all about the step-up in basis after death.