Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Inheriting Wealth: 4 Mistakes That Could Cost You Everything
Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money could slip through their fingers.
By Chris Dixon, RFC®
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When Can Tax Planning Be an Act of Love? This Family Found Out
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving 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? 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
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6 Overlooked Areas That Can Make or Break Your Retirement
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
By David Lukas, Investment Adviser Representative
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You've Built Your Estate Plan — Now Put It to Work
You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
By Eric W. Bond
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How to Leave Different Amounts to Adult Children Without Causing a Rift
Here’s how to leave different amounts to adult children without causing a family rift.
By Julie Halpert
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7 Best Stocks to Gift Your Grandchildren
The best stocks to give your grandchildren have certain qualities in common. Here, we let you know what those are.
By Dan Burrows
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If You're Not Doing Roth Conversions, You Need to Read This
Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs.
By Matthew Blecker, CFP®, CFA®
