Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Where to Put Inherited MoneyReceiving an inheritance can change your financial picture overnight. Before you spend or invest it, here's how to decide where the money should go.
By Paige Cerulli
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It's Time to Check and Update Your BeneficiariesOutdated beneficiary designations can disrupt your estate plan. Learn which accounts to review, when to update beneficiaries and why it matters.
By Choncé Maddox
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5 Qs to Ask a Financial Adviser About an Inherited Stock PortfolioInheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth.
By Coryanne Hicks
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How Real Families Are Handling The Great Wealth TransferKiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.
By Lisa Gerstner
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Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?Quiz Receiving an inheritance is typically less taxable than you might think.
By Kelley R. Taylor
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How to Prepare for Long-Term Care Costs Before They Hurt Your KidsLong-term care costs can reduce the inheritance you leave your children. Learn how to prepare for care while protecting your retirement and estate plans.
By Paige Cerulli
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6 Steps to Acting as a CFO for Your Aging ParentsAs asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
By Adam Shell
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Before You Leave Your Home to Your Children, Ask These QuestionsBefore leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want.
By Carla Ayers
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The Most Tax-Efficient Ways to Leave Investments to Your ChildrenPlanning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.
By Jeff Reeves
