Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
-
How to Replace a Corporate Trustee (and Make Other Trust Changes)
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know.
By Christopher F. Tate, J.D. Published
-
Revocable Living Trusts: The Good, the Bad and the Ugly
People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks.
By Charles A. Borek, JD, MBA, CPA Published
-
Why You May Need a Medallion Stamp
Transferring securities from one account to another often requires this extra step.
By Emma Patch Published
-
How Women Can Handle Their Growing Wealth Like a Pro
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially. Here's how to keep on winning.
By Tiffany Welka Last updated
-
Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving family money beyond a few generations isn't an easy task.
By Anne Kates Smith Last updated
estate planning -
Six Steps to Simplify Your Estate for Your Heirs
A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress.
By Howard Sharfman Published
-
Three Actions to Protect Wealth Transfer Amid Tax Uncertainty
How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are extended, they might still be temporary.
By Brett W. Berg Published
-
Want to Create a Lasting Legacy? Four Issues to Address
To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.
By Daniel Fan, J.D., LL.M., CFP Last updated
-
States That Won't Tax Your Death
Estate 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 Last updated
Estate Taxes