Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Inherited an IRA? Key Distribution Rules to Know for 2025
Inherited 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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I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy.
By Brandon Summers
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I'm an Estate Planner: Moving Family Assets to a Safe Haven Abroad Could Be a Huge Headache for Your Heirs
In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and estate problems than it solves.
By Martin Behn, J.D., TEP
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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
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Prenups and Retirement Planning: Saying "I Do" In Later Life
Prenups aren't a traditional part of retirement planning, but for the growing number of over-65s getting remarried, they're an essential financial tool.
By Brian O'Connell
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Selling Your Business? This Powerful Insurance Option Unlocks Multigenerational Wealth
Private placement life insurance (PPLI) offers almost unbelievable investment flexibility, estate planning and tax advantages. And it's completely legit.
By Jamie Carroll
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What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions
Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes.
By Martin Baker, CFP®, CEPA®
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Seven Financial Considerations When Downsizing for Retirement
With prices going up on everything, you may be looking for a cheaper place to live. To truly evaluate costs, take a hard look at taxes and intangibles.
By Evan T. Beach, CFP®, AWMA®
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Inherited a House? Here's How to Decide What to Do With It
When you inherit a property, the decision to keep, rent or sell can feel overwhelming, especially when emotions are involved. Here's what you need to consider.
By Kathryn Pomroy
