Home > Be WELLthy Blog

Be WELLthy Blog

Inheritance Tax Planning: The Tax Surprises For Heirs

By Dan Moore, CFP^® | Nov 09, 2026 |

Inheritance tax planning starts with a pause. Dan Moore, CFP®, explains the IRA, basis and trust rules heirs miss, plus two early deadlines.

November 03, 2026 |

Weighing Microsoft's Voluntary Exit Offer? See how severance is taxed in a high-income year and the seven questions to answer before deciding.

November 02, 2026 |

Discover why Brighton Jones created General Counsel Services, a more coordinated way to navigate the legal side of your financial life.

November 02, 2026 |

Leaving Microsoft through the Voluntary Exit Offer? Navigate HR questions, health coverage deadlines, and what to do with your 401(k).

October 26, 2026 |

An allowance for kids can be their first real money lesson. Use it to teach saving and giving before the stakes get higher.

October 19, 2026 |

Teaching kids about money starts before you start talking about it. Get there before betting apps and crypto news provide their own lessons.

October 12, 2026 |

Year-end tax planning for high earners goes past maxing your 401(k). See which RSU, Roth, and giving decisions close December 31.

October 09, 2026 |

Our Q3 2026 investment update reviews performance, answers client questions, and highlights key market themes.

October 05, 2026 |

How you give can matter as much as what you give. See 8 charitable giving strategies for 2026, from donor-advised funds to remainder…

September 28, 2026 |

Estate documents say who inherits what, not why. See how estate planning family conversations and a Personal CFO approach help fill the gap.