Welcome to the Resources Page for The Inheritance Playbook

This page provides additional illustrations, checklists, guides, videos, and more as supplemental material to the book.

Ready to purchase the book or loved it so much you’d like to leave a review on Amazon?

The Introduction Chapter:

Let’s Get It Started

Learn more about your specific state’s probate laws here.

Chapter 2

Inventory: SH!T My Parents Have

Create your own inventory list by downloading this spreadsheet as a guide.

Chapter 5

Taxable Accounts: Step Back or Step Up (In Basis)

To illustrate the beauty of diversification, take a look at the market’s performance with this seemingly randomized quilted pattern of performance.

Future updates of this illustration can be found here.

Chapter 6

Taking Advantage of Tax-Advantaged Accounts

For my fellow nerds, the engineers and tax professionals that like to get into the weeds of the calculations, here is the spreadsheet that gets into the weeds of the example detailed in the book.

Chapter 7

Clarity Around Charity

If you’re in the mood to see my attempt at comedy, check out some videos I made on these charity ideas. I created a character named Sassy St. Peter, the tax-savvy gatekeeper in heaven that mocks the charitable gifting strategies of new arrivals with better gifting ideas.

Check out the videos below:

Sassy St. Peter and Donating Appreciated Stock

Sassy St. Peter and Charitable Distributions from the IRA

“Don’t let your parents get burned at the gates.”

Sassy St. Peter and Gifting to Charity in Your Will

Once you’ve read the book, I’d be honored if you’d take just 2 minutes to leave an honest review on Amazon so that others have a better chance at finding this book.

Check out some reviews from others:

  • “What an easy, actually interesting, enlightening and extremely educating read! There were several "aha" and "I wish we would have known" moments in this book. The author definitely knows his audience and cuts through a lot of the unnecessary shh...tuff. I also love his humor. I typically glaze over when discussing these topics, but actually enjoyed the read and learned helpful facts. I see stocking stuffers in this books future! Kudos!”

  • “This book addresses the questions most families have about how to help mom and dad. A great how-to guide for end-of-life issues as well as planning ideas for those in their golden years.”

  • “As someone who is trying to help my mom with navigating the complicated world of wills, trusts, finances, etc., this books was incredibly helpful. It lays it out in easy to understand ways and offers suggestions that we would never have thought of. Now that I have the Playbook, I also feel a lot better managing my own accounts to ensure I’m able to leave behind the best I can.”

  • “I had no idea how little I knew. My parents and I have read this book and are taking the simple (and FREE) steps to arrange their assets in such a way that I can manage their estates when the time comes. I now have an organized approach to finding all of their assets and avoiding probate. Great book! Helpful and surprisingly interesting. I have never heard of doing these types of things before. Definitely worth your time to read it.”

  • “Inheritance planning isn't straight forward, and it isn't one size fits all. This book does an great job of simplifying the strategies that have a huge impact on preserving your wealth for future generations.”

  • “I purchased this book after my father passed and I wanted more knowledge on this subject. Now, because my parents lost out on some of the inheritance meant for my brother and myself, I wanted to avoid the same mistakes with my grown kids hopeful inheritance. This book appeared to be an easy read, and indeed it was. Not the boring book I somewhat anticipated. Easy scenarios rather than lengthy lessons I needed a notebook to take notes on and study. So glad I chose this book.”

  • “Chad Holmes crafts a compelling narrative in "The Inheritance Playbook," seamlessly blending humor with valuable insights on estate planning. With relatable stories and witty prose, Holmes turns financial complexities into an entertaining and educational journey. Whether you're a financial novice or seasoned planner, this book is a must-read for anyone looking to navigate the world of inheritance with a smile.”

  • “This is a topic that I had little to knowledge about but one that feels scary to be complete in the dark about! This book was a great resource for me to help demystify the concepts and the way the book told stories about common situations helped understand how these things actually play out in the real world.”

Additional Resources

Loss of Loved One Checklist // Download

Can I Do a Qualified Charitable Distribution from my IRA? // Download

Should I Use a Donor Advised Fund (DAF) When Giving to Public Charities? // Download


What Issues Should I Consider:

Before Closing the Estate // Download

If I Experience a Sudden Wealth Event // Download

If My Spouse Passed Away // Download

When Creating My Estate Plan // Download

When Reviewing My Estate Planning Documents // Download

About the Author

Chad runs a boutique financial planning firm serving multigenerational families from all over the country that seek to minimize taxes and maximize legacies. As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal. At Formula Wealth, Chad offers flat fee engagements as a fiduciary advisor—no products to sell or commissions to earn. Outside of work, Chad enjoys cooking, traveling, and spending time with his wife and daughters.