When is it Better to get Less Money Earlier than More Money Later?

Should I take more or less money? It seems like a straightforward question. However, in real life it is rarely that simple and when it comes to receiving an inheritance, there may a number of reasons the answer is not what you’d expect. The process of settling an estate can be long and complicated and […]

Avoiding Sibling Conflicts Over Inheritance

Anyone with a brother or sister can tell you that sometimes siblings get along great and sometimes they fight. The question of how much they do of each varies, but some level of conflict between siblings is universal. Nothing seems to bring it out more than when parents die and brothers and sisters are left […]

Boomer Inheritances a Boon to Millennials (Mostly)

If you inherit within the next 10-20 years, you’re part of what economists are calling The Great Wealth Transfer. By the year 2030, all baby boomers—everyone born between 1946 and 1964—will be at least 65 years old, which means The Great Wealth Transfer is already well underway. These 73+ million baby boomers are aging into […]