Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Manage an Inheritance Like a Pro in Just Seven StepsHow you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
By Sandra Block
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What to Do With a WindfallPatience and good advice are the keys to avoiding making permanent financial mistakes after getting an inheritance.
By Janet Bodnar
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How Today's Couples Can Bridge the Financial Planning GapModern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.
By Anthea Tjuanakis Cox
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How Roth Conversions Can Help Your Family Avoid an IRA Tax TrapYour spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
By Craig Kirsner, Investment Adviser Representative
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Entrepreneurs are Missing This Wealth-Building OpportunityBusiness owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
By Bill Baynard
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How to Master the Art of Family Business SuccessionYou might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
By Mike Moore
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7 Best Stocks to Gift Your GrandchildrenThe 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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How Your Kids' Tax Bracket Can Wipe Out Your Capital GainsWant to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.
By Evan T. Beach, CFP®, AWMA®
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Did You Max Out Your 401(k)? Here's How That Could BackfireWhat looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.
By Christopher C. Giambrone, CFP®, AIF®
