After you listen:

For estate planners, read more about "3 Ways to Pass Down a Home."
For heirs, read more about "Dos and Don'ts When You Get an Inheritance."

This episode of Financial Decoder explores inheritance from both perspectives: the person planning to pass on wealth and the heir receiving it. Host Mark Riepe examines the financial and emotional factors that influence inheritance decisions, including planning considerations, family dynamics, and timing. The discussion emphasizes thoughtful preparation, clear communication, and avoiding rushed decisions during periods of transition. Listeners gain practical guidance for navigating inheritance planning and managing new wealth with intention and care.

Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder.

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Reach out to Mark on X @MarkRiepe with your thoughts on the show.

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Important Disclosures

This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.

All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.

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What Do Both Sides of an Inheritance Need to Consider?