Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Will Millennials' Money Attitude Put Family Wealth at Stake?Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?
By Valerie Wong Fountain, CFA®
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If You're the Millionaire Next Door, You May Be a Terrible SpenderGood job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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7 Things You Should Never Leave to Your Kids or GrandkidsLeaving these assets to your loved ones may 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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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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Does Your Retirement Plan Ignore Half of Your Net Worth?Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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What to Do With an Inherited HouseInheriting a property often brings a tough choice: keep it, rent it, or sell it? Here's what to consider.
By Kathryn Pomroy
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6 Reasons to Disinherit Someone and How to Do ItWhether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
By Donna LeValley
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The Beneficiary Rules Most Families Have Never Heard OfUnderstanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.
By Eric W. Bond
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Inherited Money or Property? Here's How It Could Be TaxedInheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
By Daniel Razvi, Esquire
