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A Man In A Suit Presenting An Inheritance Document To Two Young Women And A Young Man

When saying “no” to an inheritance might make sense

Most people spend time planning how to leave an inheritance—but far fewer consider when it might be smarter to decline one. In some cases, accepting assets can create unintended tax burdens or complicate long-term wealth planning. This article explores why, when, and how disclaiming an inheritance could be a strategic financial move.
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A Calculator And Two Pencils On Top Of Tax Withholding Documents

Avoid tax surprises: set up proper withholding now

  • May 5, 2025
  • Tax
Think your tax refund is just "extra money"? It might actually be a sign that your withholding is off, and that the IRS has been holding your money all year. This quick read breaks down how to fix that now, so you’re not stuck with a surprise bill (or a missed opportunity) next April.
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