Six of the Best Assets to Inherit

If you really want to help your heirs, these are some of the best assets to leave them.

A family discusses an estate plan.
(Image credit: Getty Images)

If you’re planning to leave your heirs any sort of inheritance with your estate plan, you’re already giving them a valuable financial leg up. However, some assets make much better inheritances than others.

“Thinking ahead, it’s a way to do your family some good by streamlining your accounts and simplifying what you own at death,” said Michael Romero, president of Argent Trust Oklahoma at Argent Financial Group, a full-service wealth and trust management firm. “Otherwise, someone else is going to have to take care of the more complicated property when you die, and during a very emotional period too.”

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David Rodeck
Contributing Writer, Kiplinger's Retirement Report
With contributions from