The Inheritance Playbook

Chad Holmes

Do you have aging parents and the stress of knowing you will be settling their estate someday? Did you know there are strategies available that you can implement while they’re alive to save time and money? In the delicate balance of aging parents and...

Premium Chapters

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Opening Credits

1/12/2024

Dedication and Epigraph

1/12/2024

Let’s Get It Started

1/12/2024

Chapter 1: Estating The Obvious About Estate Documents

1/12/2024

Chapter 2: Inventory: S#!T My Parents Have

1/12/2024

Chapter 3: Titillating Titling

1/12/2024

Chapter 4: Risky Tolerance Business

1/12/2024

Chapter 5: Taxable Accounts: Step Back Or Step Up (In Basis)

1/12/2024

Chapter 6: Taking Advantage of Tax-Advantaged Accounts

1/12/2024

Chapter 7: Clarity Around Charity

1/12/2024

Chapter 8: Family Gifting Matters

1/12/2024

Chapter 9: Taxes Rule! … Err, I Mean … Tax Rules

1/12/2024

Chapter 10: Lasting Legacies

1/12/2024

Chapter 11: Wrap It Up

1/12/2024

Acknowledgements

1/12/2024

Urgent Plea

1/12/2024

About the Author

1/12/2024

Disclaimer

1/12/2024

Ending Credits

1/12/2024