Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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This Is How a QTIP Trust Protects Your Kids' InheritanceIf you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
By Mike Palmer, CFP®
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States That Won't Tax Your DeathEstate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
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Will Inheriting the Family Money Make You or Break You?Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall.
By Erin Wood, CFP®, CRPC®, FBS®
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The 5 W's of Successful Estate Plan-Focused Family MeetingsGood family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
By Michael Schneider
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Silence Is Golden, But It Can Hurt Heirs More Than You ThinkTalking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
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Will Your Children's Inheritance Set Them Free or Tie Them Up?An inheritance can mean extraordinary freedom for your loved ones, but could also cause more harm than good. How can you ensure your family gets it right?
By Erin Wood, CFP®, CRPC®, FBS®
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Inherited an IRA? Key Distribution Rules to KnowInherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
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These Retirement Planning Steps Protect the Life You WantThis kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Inherited an IRA? Don't Fall Into the 10-Year Tax TrapRules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan.
By Mike Palmer, CFP
