Inheriting an Annuity: Payout Options and Topics to Review Before You Choose
An inherited annuity comes with payout choices and tax rules that differ from most other inherited assets. Here is what to clarify before you pick an option.
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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.
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 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.
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.
Inheriting a Brokerage Account With Embedded Capital Gains: Topics to Review With Your Tax Advisor
An inherited brokerage account with embedded gains follows tax rules that surprise most heirs the first time. Here are the topics worth raising with a tax advisor.
Stepped-Up Basis on Inherited Real Estate: Topics to Clarify With Your Tax Advisor Before Selling
Stepped-up basis rules can significantly change the tax picture on inherited real estate. Here are the topics worth raising with your tax advisor before any sale.
How to Coordinate Advisors After Receiving an Inheritance
An inheritance brings estate attorneys, tax professionals, and financial advisors into your life at once. Coordinating them well - not just hiring them - is what determines the outcome.