The Trillion Dollar Talk
The largest wealth transfer in U.S. history is underway but families are avoiding awkward conversations about their inheritance plans.
Latest
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Do Your Successful Kids Really Need an Inheritance?Your adult kids are financially secure, so why save a massive windfall for later? Here’s why it might be time to spend your hard-earned money now.
By Donna Fuscaldo
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8 Estate Planning Secrets You Can Borrow from the Ultra-WealthyTry these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.
By Kathryn Pomroy
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Why the 'Great Wealth Transfer' Could Disappoint HeirsDon't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
By Donna Fuscaldo
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
Gift Tax -
States That Won't Tax Your DeathEstate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
Estate Taxes -
What Happens With Taxes When You Inherit a HouseInheritance Tax When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands.
By Chrissy Paradis
Inheritance Tax -
Want to Keep a Secret Family Hidden in Your Will? Why It Gets Messy FastA millionaire wants to leave assets to a second family without his wife finding out. Estate experts reveal why post-mortem secrets rarely stay hidden.
By Donna Fuscaldo
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How to Choose a Beneficiary for Your Estate PlanChoosing a beneficiary for your IRA, insurance policy or similar assets is crucial for estate planning. Here are seven pitfalls to avoid and how to do it right.
By Adam Shell
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Which Trust Type Saves Your Kids The Most Money?Inheritance Tax If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.
By Kate Schubel
Inheritance Tax
