Inheritance
Latest
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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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7 Best Stocks to Gift Your Grandchildren
The best stocks to give your grandchildren have certain qualities in common.
By Dan Burrows Last updated
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18 States With Scary Estate and Inheritance Taxes
Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
By Sandra Block Last updated
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Inherited an IRA? Five Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor Last updated
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Don't Leave Your Heirs an IRA Tax Bomb
Your traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
By Kelsey M. Simasko, Esq. Published
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Want Your Kids to Inherit? You Need an Asset Protection Plan
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
By Tracy Craig, Fellow, ACTEC, AEP® Published
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Three Advantages of These Underrated Accounts for Retirees
Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs.
By Evan T. Beach, CFP®, AWMA® Published
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Debunking the Myth of the Silver Spoon
Just because your family is wealthy doesn't mean life's all smooth sailing for your kids. When family dynamics are complicated, communication is key.
By Elizabeth Chand, Esq. Published
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
By David Carlson, J.D. Published