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.
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Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
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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.
Qualified Disclaimers: What to Clarify Before Refusing an Inheritance
Refusing an inheritance sounds simple, but a qualified disclaimer has strict timing and paperwork rules. Here is what to clarify first.
State Residency Considerations After a Liquidity Event: Topics to Coordinate With Your Tax and Estate Advisors
A guide to state residency questions that come up after a liquidity event and the topics worth coordinating with your tax and estate advisors.
Inheriting a Business: Financial Questions to Address First
Inheriting a business creates decisions that are more time-sensitive than most inherited assets. Here are the financial, legal, and operational questions to address before taking any action.