Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Did You Max Out Your 401(k)? Here's How That Could BackfireWhat looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.
By Christopher C. Giambrone, CFP®, AIF®
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How Your Kids' Tax Bracket Can Wipe Out Your Capital GainsWant to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.
By Evan T. Beach, CFP®, AWMA®
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Stop Taxes From Taking a Bite Out of a Special Needs TrustIf a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.
By Scott Tucker, Investment Adviser Representative
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Married to a Noncitizen? Don't Let the IRS Become Your Biggest BeneficiaryNoncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.
By Donna LeValley
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Suddenly Inherited Money? Here's What to Do NextWhat you should do with an inheritance, even if it comes at the worst possible time.
By Janet Bodnar
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Communication Is Key to a Successful LegacyBecause 70% of wealthy families lose their wealth by the second generation, it's clear how important communication can be to your estate plan's success.
By Justin Biance, Certified Estate Planner
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How an All-Asset Retirement Plan Reduces Investment RisksYou combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
By Jerry Golden, Investment Adviser Representative
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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 — and Why — to Give to Your GrandkidsA guide to giving funds and wealth to your grandchildren, including arguments for why you should.
By David Rodeck
