<![CDATA[ Latest from Kiplinger in Inheritance ]]> https://www.kiplinger.com/retirement/inheritance Tue, 07 Apr 2026 09:40:00 +0000 en <![CDATA[ Does Your Retirement Plan Ignore Half of Your Net Worth? Here's How You Can Tap Your Housing Wealth for a More Robust Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/how-to-tap-housing-wealth-for-a-more-robust-retirement wTYB7uxEjrAwNyqHAit68k Tue, 07 Apr 2026 09:40:00 +0000 <![CDATA[ Per Stirpes vs Per Capita: The Beneficiary Rules Most Families Have Never Heard Of ]]> https://www.kiplinger.com/retirement/estate-planning/per-stirpes-vs-per-capita-beneficiary-rules 3KGrkgRsrhDFtShHntNUwZ Sun, 15 Mar 2026 09:45:00 +0000 <![CDATA[ Inherited Money or Property? What You Need to Know Before Filing Your Taxes ]]> https://www.kiplinger.com/retirement/inheritance/inherited-money-or-property-what-to-know-before-filing-taxes hfoJ5iKp9Qeq6fqnkJFtrQ Sat, 14 Mar 2026 09:35:00 +0000 <![CDATA[ 5 Simple Steps to Financial Power for Every Woman, From a Financial Planner ]]> https://www.kiplinger.com/personal-finance/simple-steps-to-financial-power-for-every-woman YoV6S4hWUrHAV43UofMJe9 Fri, 13 Mar 2026 09:40:00 +0000 Mon, 16 Mar 2026 14:50:03 +0000 <![CDATA[ This Is How the 'Brady Bunch' Safety Net (aka a QTIP Trust) Protects Your Kids' Inheritance ]]> https://www.kiplinger.com/retirement/inheritance/how-a-qtip-trust-protects-your-kids-inheritance n2Yofeh7zek9UTFoqAB3Tf Fri, 13 Mar 2026 09:35:00 +0000 <![CDATA[ Will Inheriting the Family Money Make You or Break You? ]]> https://www.kiplinger.com/retirement/inheritance/will-inheriting-the-family-money-make-you-or-break-you xFjVjyq6HECCBTiL5EvtGC Fri, 06 Mar 2026 10:45:00 +0000 <![CDATA[ The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser ]]> https://www.kiplinger.com/retirement/estate-planning/how-to-run-successful-estate-planning-family-meetings GZSVtgMuTxmSw4VU2qQLBP Thu, 05 Mar 2026 10:40:00 +0000 <![CDATA[ I'm a Financial Adviser: Silence Is Golden, But It Hurts Your Heirs More Than You Think ]]> https://www.kiplinger.com/retirement/estate-planning/estate-plan-silence-hurts-your-heirs-more-than-you-think 9e9fzq46wXAYLhfuncdsAX Sat, 28 Feb 2026 10:30:00 +0000 <![CDATA[ Will Your Children's Inheritance Set Them Free or Tie Them Up? ]]> https://www.kiplinger.com/retirement/inheritance/will-your-childrens-inheritance-set-them-free-or-tie-them-up mkeQSBSZgtaZTJX5QHbmMn Fri, 27 Feb 2026 10:40:00 +0000 Fri, 06 Mar 2026 16:16:16 +0000 <![CDATA[ These Thoughtful Retirement Planning Steps Help Protect the Life You Want in Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/retirement-planning-steps-to-protect-the-life-you-want Jcqo37dYBpbr6eorcRNAyY Thu, 12 Feb 2026 10:40:00 +0000 <![CDATA[ Inherited an IRA? Don't Fall Into the 10-Year Tax Trap ]]> https://www.kiplinger.com/retirement/inheritance/inherited-ira-how-to-avoid-a-tax-trap Bzbop8spUCPC8hAmVxjJae Sun, 08 Feb 2026 10:40:00 +0000 <![CDATA[ Don't Bury Your Kids in Taxes: How to Position Your Investments to Help Create More Wealth for Them ]]> https://www.kiplinger.com/taxes/tax-planning/dont-bury-your-kids-in-taxes-create-more-wealth-for-them KLvjk6P3cUs7vp4QapGBt5 Sat, 07 Feb 2026 10:50:00 +0000 <![CDATA[ Want to Avoid Leaving Chaos in Your Wake? Don't Leave Behind an Outdated Estate Plan ]]> https://www.kiplinger.com/retirement/estate-planning/update-your-estate-plans-to-avoid-leaving-chaos-in-your-wake Wi4M9JCS3rMFuAcfwdjJnD Wed, 04 Feb 2026 10:35:00 +0000 <![CDATA[ I'm an Estate Planning Attorney: These Are the Estate Plan Details You Need to Discuss (And What to Keep Private) ]]> https://www.kiplinger.com/retirement/estate-planning/estate-plan-details-you-need-to-discuss Zinq7y8swxbY8trQUMjyNk Tue, 27 Jan 2026 10:40:00 +0000 <![CDATA[ What Not to Do After Inheriting Wealth: 4 Mistakes That Could Cost You Everything ]]> https://www.kiplinger.com/retirement/inheritance/inheriting-wealth-mistakes-that-could-cost-you-everything PtC5dgSzdkB7CiYjgxQnU9 Sun, 25 Jan 2026 10:40:00 +0000 <![CDATA[ When Can Tax Planning Be an Act of Love? This Family Found Out ]]> https://www.kiplinger.com/retirement/inheritance/tax-planning-upstream-gifting-capital-gains FuC8thTpkbLo4caEeKhQTi Wed, 14 Jan 2026 10:35:00 +0000 Mon, 09 Mar 2026 17:54:49 +0000 <![CDATA[ 6 Overlooked Areas That Can Make or Break Your Retirement, From a Retirement Adviser ]]> https://www.kiplinger.com/retirement/retirement-planning/overlooked-areas-that-can-make-or-break-your-retirement BAyf3gJ3YXw8oHoaf2AmSd Sat, 03 Jan 2026 10:35:00 +0000 <![CDATA[ Now That You've Built Your Estate Planning Playbook, It's Time to Put It to Work ]]> https://www.kiplinger.com/retirement/estate-planning-playbook-how-it-works QdADm2gxm5Nxhu7WZraeJD Mon, 29 Dec 2025 10:35:00 +0000 <![CDATA[ How to Leave Different Amounts to Adult Children Without Causing a Rift ]]> https://www.kiplinger.com/personal-finance/how-to-leave-different-amounts-to-adult-children-without-causing-a-rift TKmLFvRXRoFP2iUfdbyoWm Wed, 24 Dec 2025 16:00:00 +0000 Mon, 29 Dec 2025 20:26:16 +0000 <![CDATA[ I'm a Financial Planner: If You're Not Doing Roth Conversions, You Need to Read This ]]> https://www.kiplinger.com/retirement/roth-iras/if-youre-not-doing-roth-conversions-you-need-to-read-this oRsUts2Bxu6LW2MWuTJMzE Sun, 14 Dec 2025 10:40:00 +0000 Fri, 09 Jan 2026 22:00:07 +0000 <![CDATA[ I'm a Wealth Planner: These 3 Steps Can See You and Your Heirs Through a Wealth Transfer ]]> https://www.kiplinger.com/retirement/estate-planning/steps-to-see-you-and-your-heirs-through-a-wealth-transfer hgRKs9KDT4hhoBn4CRRk6 Thu, 27 Nov 2025 10:35:00 +0000 <![CDATA[ Unwrapping Your Estate Plan for Your Kids: A Gift That'll Keep Giving Long After the Holidays ]]> https://www.kiplinger.com/retirement/estate-planning/unwrapping-your-estate-plan-for-your-kids-the-best-gift cWRpi46xdzjLuvFnqgit7d Wed, 26 Nov 2025 10:40:00 +0000 Wed, 26 Nov 2025 17:43:24 +0000 <![CDATA[ How Women of Wealth Are Creating a New Model of Giving Through Family Offices ]]> https://www.kiplinger.com/personal-finance/charity/women-of-wealth-create-new-model-of-giving-through-family-offices RTqjSSfx4X5Q5TyD8B9NJm Mon, 24 Nov 2025 10:30:00 +0000 <![CDATA[ Why Wills and Trusts Aren't Enough in the Great Wealth Transfer, From an Attorney Who Knows ]]> https://www.kiplinger.com/retirement/estate-planning/wills-and-trusts-arent-enough-in-the-great-wealth-transfer Z8qh9fj4SyhT3jPixgDPAg Thu, 13 Nov 2025 10:35:00 +0000 <![CDATA[ Seven Practical Steps to Kick Off Your 2026 Financial Planning ]]> https://www.kiplinger.com/personal-finance/practical-steps-to-kick-off-2026-financial-planning s39ypEixmjycVaKivbJyq8 Wed, 12 Nov 2025 10:35:00 +0000 <![CDATA[ From Pets to Paintings: The Little Things That Can Cause Big Estate Trouble ]]> https://www.kiplinger.com/retirement/estate-planning/pets-to-paintings-little-things-can-cause-big-trouble ExNxg7eAyUEU4da5pYKRi6 Sat, 08 Nov 2025 10:40:00 +0000 <![CDATA[ I'm a Financial Adviser: This Is Why Unmarried Same-Sex Couples Need an Estate Plan ]]> https://www.kiplinger.com/retirement/estate-planning/why-unmarried-same-sex-couples-need-an-estate-plan LrZEQkere4ZstDMwJcSteb Sat, 08 Nov 2025 10:30:00 +0000 <![CDATA[ Your Estate Plan Isn't 'Done' Until You've Completed These Five Steps, From an Estate Planning Attorney ]]> https://www.kiplinger.com/retirement/estate-planning/your-estate-plan-isnt-done-until-youve-completed-these-steps osaxRvkVkLCquSoknMpTKU Tue, 04 Nov 2025 10:35:00 +0000 Thu, 19 Feb 2026 19:40:00 +0000 <![CDATA[ I'm a Financial Pro: This Is How You Can Guide Your Heirs Through the Great Wealth Transfer ]]> https://www.kiplinger.com/retirement/estate-planning/how-to-guide-your-heirs-through-the-great-wealth-transfer EaVCoxsPLXej9i5UDNagig Sun, 26 Oct 2025 09:35:00 +0000 <![CDATA[ Ten Ways Family Offices Can Build Resilience in a Volatile World ]]> https://www.kiplinger.com/retirement/estate-planning/how-family-offices-can-build-resilience-in-a-volatile-world eKiiqLMMBHDWnf8kY6vKbE Wed, 22 Oct 2025 09:30:00 +0000 <![CDATA[ The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir ]]> https://www.kiplinger.com/retirement/estate-planning/spendthrift-clause-trap-protect-your-legacy-from-an-irresponsible-heir GKKCr3BYuV7fKRuLFvcbtT Tue, 07 Oct 2025 09:35:00 +0000 <![CDATA[ Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges? ]]> https://www.kiplinger.com/puzzles/quizzes/kiplinger-quiz-adviser-intel-september-30-2025 5LCT8ZiieR9atKfxSMWC98 Tue, 30 Sep 2025 16:45:00 +0000 Wed, 01 Oct 2025 14:05:40 +0000 <![CDATA[ I'm a Wealth Adviser: This Is How to Prevent Your Heirs From Frittering Away the Family Fortune ]]> https://www.kiplinger.com/retirement/inheritance/how-to-prevent-heirs-from-wasting-the-family-fortune j3u4FhhAvzTwjwfAWzxT8B Sat, 27 Sep 2025 09:30:00 +0000 <![CDATA[ Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms ]]> https://www.kiplinger.com/retirement/estate-planning/hidden-risks-of-retirement-account-beneficiary-forms ymaEZoxyh8ozhfvhpR8u44 Mon, 15 Sep 2025 09:35:00 +0000 <![CDATA[ This Is How Life Insurance Can Fund Your Dreams Now ]]> https://www.kiplinger.com/personal-finance/life-insurance/how-life-insurance-can-fund-your-dreams-now UvDtVbcvUs7NwN2SYFQxE5 Mon, 15 Sep 2025 09:30:00 +0000 <![CDATA[ I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It ]]> https://www.kiplinger.com/retirement/retirement-planning/how-to-ensure-your-family-keeps-the-wealth-youve-built 4dnVQwgHigd93TpmZgkZFS Tue, 09 Sep 2025 09:35:00 +0000 <![CDATA[ I'm an Estate Planner: Moving Family Assets to a Safe Haven Abroad Could Be a Huge Headache for Your Heirs ]]> https://www.kiplinger.com/retirement/estate-planning/moving-assets-abroad-could-be-a-headache-for-heirs df3WppzcGbQvEzFgeYKkDf Fri, 22 Aug 2025 09:30:00 +0000 <![CDATA[ Prenups and Retirement Planning: Saying "I Do" In Later Life ]]> https://www.kiplinger.com/retirement/retirement-planning/prenups-and-retirement-planning-saying-i-do-in-later-life vyqZixyq5nMq2rErBnh9iP Thu, 31 Jul 2025 13:15:00 +0000 <![CDATA[ Selling Your Business? This Powerful Insurance Option Unlocks Multigenerational Wealth ]]> https://www.kiplinger.com/business/small-business/private-placement-life-insurance-unlocks-multigenerational-wealth rJZFBpfFCP28kBd9uvdR2U Mon, 28 Jul 2025 09:30:00 +0000 <![CDATA[ What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions ]]> https://www.kiplinger.com/retirement/retirement-planning/a-financial-planners-guide-to-family-wealth-discussions jz27UgrZjnEfEpLZezEDgU Mon, 21 Jul 2025 09:30:00 +0000 <![CDATA[ Seven Financial Considerations When Downsizing for Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/financial-considerations-when-downsizing-for-retirement d429sjPa6VnkQ3JBZSEKsf Sun, 20 Jul 2025 09:35:00 +0000 <![CDATA[ What to Do With an Inherited House ]]> https://www.kiplinger.com/retirement/inheritance/inherited-a-house-heres-what-to-do-with-it HhGURunwUXH2bMsV9QZknh Fri, 11 Jul 2025 13:15:00 +0000 Tue, 31 Mar 2026 20:03:55 +0000 <![CDATA[ Three Estate Planning Documents a Business Owner Can't Afford to Skip ]]> https://www.kiplinger.com/business/small-business/estate-planning-documents-for-business-owners xhAv7LHTwXjRsymZUCbVRW Thu, 10 Jul 2025 09:30:00 +0000 <![CDATA[ Why Homeowners Should Beware of Tangled Titles ]]> https://www.kiplinger.com/retirement/estate-planning/why-homeowners-should-beware-of-tangled-titles MFChTw4BXaRZdYTVb6ec96 Tue, 01 Jul 2025 09:40:00 +0000 Wed, 02 Jul 2025 13:55:04 +0000 <![CDATA[ From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook ]]> https://www.kiplinger.com/retirement/estate-planning/guide-to-creating-your-estate-planning-playbook 7AezwEU4wkuP3vY2gdLPoZ Sun, 29 Jun 2025 09:30:00 +0000 <![CDATA[ Summer Is Made for Sun, Fun … and Estate Planning Conversations ]]> https://www.kiplinger.com/retirement/estate-planning/summer-is-a-good-time-for-estate-planning-conversations oGp6UkpbqQEWhFdQcREfQZ Sun, 22 Jun 2025 09:30:00 +0000 <![CDATA[ A Financial Planner's Tips for Teaching Kids About Wealth Without Creating Entitlement ]]> https://www.kiplinger.com/retirement/inheritance/tips-for-teaching-kids-about-wealth-without-creating-entitlement aTgnUM7rUjwCcMPBjngxKc Sat, 21 Jun 2025 09:30:00 +0000 <![CDATA[ Is a Family Office Right for You? The Multimillion-Dollar Question ]]> https://www.kiplinger.com/retirement/is-a-family-office-right-for-you-the-multimillion-dollar-question w3pbiED2cUpozBs7eDorJF Tue, 17 Jun 2025 09:35:00 +0000 Tue, 17 Jun 2025 14:34:07 +0000 <![CDATA[ Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy) ]]> https://www.kiplinger.com/retirement/estate-planning/estate-planning-steps-to-protect-your-loved-ones-and-legacy ZNEj4KxYBe9DEtMQTQnsGD Mon, 09 Jun 2025 09:35:00 +0000 <![CDATA[ Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances ]]> https://www.kiplinger.com/retirement/emojis-pop-up-in-legal-battles-over-inheritances DJmuLtJxxdxM3db3UY2GRZ Wed, 04 Jun 2025 09:40:00 +0000