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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How the IRS Values (and Audits) an Inherited HomeInheritances Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.
By Kate Schubel
Inheritances -
How to Keep an Inheritance From Tearing You and Your Siblings ApartInheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.
By Sean Jackson
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Why Leaving an Equal Inheritance to Your Children Could BackfireAlthough equal splits look fair on paper, they can ignore lifetime gifts, different needs or hard-to-divide assets and leave siblings fighting long after you’re gone.
By Kathryn Pomroy
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Will You Grow or Blow Your Family Legacy?Inheriting money or stocks is life-changing, but it comes with a big responsibility. Take our quiz to see if you're ready to invest your new windfall wisely.
By Karee Venema
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Why Unequal Caregiving Shatters Family InheritancesAn even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.
By Pam Krueger
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The Insurance Policies Your Executor Needs to Know AboutOne of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.
By Rachael Green
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5 Stocks to Buy With an Inheritance to Help Build the Next InheritanceWith $124 trillion set to move in the Great Wealth Transfer, these wealth-building stocks can help you leave something behind for your kids in turn.
By Kyle Woodley
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Who Actually Wins the Great Wealth Transfer?The Great Wealth Transfer promises trillions in inheritance. Discover how age, race, taxes, and healthcare costs shape who actually receives boomer wealth.
By Jacob Schroeder
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Avoid These Vacation Home Estate Planning MistakesThe family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.
By Denise McClain, JD, CPA
