Finding out you're a trust fund beneficiary usually feels like being gifted a Ferrari with no keys. In this episode, I break down the five essential questions every new trust beneficiary needs to ask to stop feeling confused and overwhelmed. It's time to understand exactly what you've inherited and what control you have over it.

From federal estate taxes to the SECURE Act's 10-year rule, this episode unpacks the tax surprises waiting for unprepared inheritors. Learn why procrastination with inherited retirement accounts could trigger a tax nightmare and discover why the most effective inheritance tax strategy happens before death, not after.

Everything current and future inheritors need to know about inheriting and taxes. Listen to explore the difference between the taxes an estate will pay and what you, as an inheritor, will be responsible for handing over to the IRS. I walk you through it all, from the step-up in basis to some serious knowledge about inherited IRAs.

Everything you need to know about your parents (aka the grandparents) and funding higher education. This episode takes a deep dive into the information and strategies you should understand, from the tax benefits of 529s to initiating conversations about contributing to your kids' education.