Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years. But if passed down incorrectly, your heirs won’t reap the full benefits.
By Kathryn Pomroy
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How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
By Stephen B. Dunbar III, JD, CLU
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17 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
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How Family Offices Can Build Resilience in a Volatile World
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
By Tim Houghton
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The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions.
By H. Dennis Beaver, Esq.
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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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Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges?
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans.
By Kiplinger Staff
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I'm a Wealth Adviser: This Is How to Prevent Your Heirs From Frittering Away the Family Fortune
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs.
By Michael Schneider
