Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized.
By Mark R. Parthemer, JD, AEP, ACTEC Fellow Published
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An Expert's Guide to the Estate Planning Documents Everyone Needs
Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.
By Leslie Gillin Bohner Published
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck Last updated
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Got Assets? Attorney Explains How to Protect Them From Greedy Lawsuits
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning.
By Jeffrey M. Verdon, Esq. Published
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Think a Repeal of the Estate Tax Wouldn't Affect You? Wrong
The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.
By John M. Goralka Published
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Two Estate Planning Issues You Should Never Overlook
This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's time to transfer your wealth.
By Denise McClain, JD, CPA Published
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My Five-Step Estate Planning Guide to Protect Your Family
A wealth adviser notes that an estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind.
By Jamie Carroll Published
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Holding Wealth: Why Retirees Shouldn't Focus on Leaving an Inheritance
From funding a college education to paying for long-term care or simply treating your family, there are plenty of reasons to use your hard-earned wealth now.
By Maurie Backman Published
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Have You Reviewed Your 401(k) Beneficiary Designations Lately?
If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries are in order.
By Michael Aloi, CFP® Published