The 4 Tax Traps Hiding in Your Inheritance

The Executive Financial Planning Podcast · Aug 28, 2026 · 31m

Your inheritance may not be as big as you think because your parents could be leaving you a tax trap along with the money. In this episode, Matt breaks down four traps that quietly shrink what you keep. The fix is often simple tax-bracket arbitrage: having parents in a lower bracket recognize income now, so you don't pay 30%+ on it later. Matt also shares practical ways to start the conversation with parents who don't love talking money. That inheritance may not be as big as you think — because your parents could be leaving you a tax trap along with the money. In this episode, Matt breaks…