Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
-
17 States With Scary Estate and Inheritance TaxesEstate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
By Sandra Block
Estate Tax -
Keep Your Kids From Falling Into the Early Inheritance TrapGiving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.
By Jacob Schroeder
-
Inheriting Investments: Why Stocks Can Wreck Estate PlansWithout explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.
By Howard A. Enders
-
What to Do If You Get a Check From an InheritanceDepositing an inheritance check might be trickier than you think. Here are your options and smart strategies to take that gift and build lasting wealth.
By Sean Jackson
-
You Asked, We Answered: How to Talk Inheritance With Your KidsIn this panel conversation, Kiplinger editors talk to experts about the Great Wealth Transfer and answer questions on how to discuss inheritance with your family.
By Alexandra Svokos
-
How to Fairly Compensate the Child Who Steps Up to Care for YouFrom caregiver contracts to unequal inheritances, estate planning experts explain how to reward your most dedicated child without fracturing the family.
By Maurie Backman
-
What Kind of Heir Are You? Take Our Quiz to Reveal Your Money StyleAn inheritance can bring opportunity but also responsibilities. Take this short quiz to discover how ready you are, and get tips to protect your legacy.
By Donna LeValley
-
Inherited an IRA? IRS Distribution Rules Beneficiaries Should KnowInherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
Inherited IRA -
Why the Smartest Retirees Are Handing Out Inheritances NowOlder generations hold $124 trillion in assets. Here is why financial experts say giving your heirs an inheritance early might be the smartest move you can make.
By Donna Fuscaldo
