Articles
The Inheritance Field Guide is where that changes. It covers the legal and financial reality of what’s actually transferring. And, it covers the family dynamics that determine whether it brings people together or tears them apart.
THE QUESTIONS
Most people don't start with a spreadsheet. They start with a nagging uncertainty. This is where we begin.
The Questions
The majority of Americans still don't have a will, often because they believe they "don't have enough" to justify one.
→The Questions
In an ideal world, organizing your life documents is a joint project; in the real world, it rarely is. How to get started now until your spouse is ready to get on board.
→The Questions
You have power of attorney and access to your parents' accounts now–find out what happens the moment they pass.
→THE SHIFT
This section is about the bigger pattern: how to stop inheriting your family's silence along with their assets.
The Shift
When people turn their focus to inheritances, core aspects of their psychology begin to surface. Learn about the process.
→The Shift
Maybe you've spent a lifetime bracing for financial impact. But the Great Wealth Transfer is reflecting something different now.
→The Shift
Estate-planning advice assumes people behave rationally. But that premise does not hold in every family.
→The Inheritance
Understand how money actually moves: houses, businesses, accounts, wills, probate, and the legal and financial structures that dictate it.
The Inheritance
Your inheritance is not in a vault: It's in retirement accounts, deeds, and messy paperwork. Find out where to look.
→The Inheritance
Financial assets divide cleanly. But real estate is an illiquid asset: valuable but indivisible. Here's what to look out for when you inherit property.
→The Inheritance
One of the largest pieces of the Great Wealth Transfer—and one of the hardest to pass down. Find out what you need to know about inheriting a family business.
→THE X FACTORS
$14 trillion is transferring to Generation X right now. If you're in your 40s or 50s, this is about you.
The X Factors
The overlooked "middle child" is actually first in line to inherit en masse—and it's time to trade self-reliance for a plan.
→The X Factors
The so-called sandwich generation has never waited around for handouts. But the transfer has already started–ready or not.
→The X Factors
Inheritance isn't restricted to wealth: It's everything your parents leave behind. Literally. Learn how shifting your perspective can help you handle the transfer.
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