Inheriting Property With Siblings: Topics to Clarify Before You Decide
A home inherited by more than one sibling comes with decisions that are part financial and part family, and the two are hard to separate once the estate closes.
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Inheriting an IRA: What the 10-Year Rule Means and Topics to Review Before You Decide
An inherited IRA comes with a clock most people don't know about until they're already holding the account. Here's what the 10-year rule actually requires.
Grantor Retained Annuity Trusts After a Liquidity Event: Topics to Review With Your Advisor
After a liquidity event, a GRAT is one structure advisors sometimes discuss. Here's what to review before that conversation, not a recommendation to use one.
Disclaiming an Inheritance: Topics to Review Before You Decide
Disclaiming an inheritance is more than saying no. It has a federal deadline, a state-law layer, and consequences for where the asset goes next.
Stepped-Up Basis on Inherited Assets: What to Review Before You Sell
A stepped-up basis changes the capital gains math on inherited assets entirely. Here is what to review before deciding whether or when to sell.
Inheriting a Trust Distribution: What to Review First
What to review before accepting or spending a trust distribution, from trustee accountings to basis documentation and timing.
Inheriting Life Insurance Proceeds: Topics to Review With Your Tax and Estate Advisors
A life insurance payout looks simple on paper. The questions worth asking before you act on it usually aren't.
Inheriting an IRA or 401(k): Topics to Clarify Before You Decide How to Take Distributions
What to clarify with a tax advisor before taking distributions from an inherited IRA or 401(k), since the rules vary by beneficiary type.
Inheriting a Home With a Mortgage: Topics to Review With Your Advisors
An inherited house rarely comes free and clear. Questions worth bringing to a lender, attorney, and advisor before deciding what happens next.