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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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
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The Hidden Costs of Inheriting an Investment PortfolioInheriting a portfolio isn't as straightforward as it might seem. Taxes, missed IRA deadlines and high fees can impact how much you'll receive.
By Coryanne Hicks
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What Happens to Your Savings Account When You Die?Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.
By Sean Jackson
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The Expert Guide to a Tax-Free InheritancePassing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
By Maurie Backman
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How to Protect Your Assets From Long-Term Care CostsA revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.
By Evan H. Farr, CELA
