Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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10 Reasons to Leave Your Heirs a Roth IRAIncluding a Roth IRA in your estate plan can secure a tax-free legacy for your family. But even a small error could leave your heirs with a big tax burden.
By Kathryn Pomroy
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How to Prepare Heirs for Family Wealth TransferFamilies should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.
By Allison K. Pfeifle, Esq.
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How Much Tax You Pay on an Inherited IRA: 4 Rules That MatterTax Law Two beneficiaries can inherit similar balances and end up with very different tax bills.
By Kelley R. Taylor
Tax Law -
What Is a 'Good' Inheritance? 6 High-Value Assets to Keep an Eye OnYour heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
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7 Things You Should Never Leave to Your Kids or GrandkidsLeaving these assets to your loved ones might be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck
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United Airlines CEO Calls for a National Wealth Tax and New Taxes on InheritancesTax Policy Scott Kirby's comments on new taxes on wealth and inheritances come as several states debate taxes on the wealthy.
By Kelley R. Taylor
Tax Policy -
Inheriting Money? 7 Ways to Make Sure Your Windfall Doesn't VanishPreserving an inheritance isn’t about spending less — it’s about allocating smart.
By Donna LeValley
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Which Celebrity Are You Most Like When It Comes to Inheritance?Answer 7 quick questions to uncover which iconic approach to passing down wealth matches your personal philosophy.
By Donna LeValley
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Created Your Will? Why Your Heirs Could Still Face Major DelaysA will alone doesn’t mean your heirs can easily or quickly access your estate. If you want to leave funds for a funeral, here’s what to do instead.
By Paige Cerulli
