Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
-
Essential Financial To-Dos for 11 of Life’s Big MilestonesSome milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
By Mary Ware, CFP®, CIMA®, CDFA®
-
Why Leaving an Equal Inheritance to Your Children Could BackfireAlthough equal splits look fair on paper, they can ignore lifetime gifts, different needs or hard-to-divide assets and leave siblings fighting long after you’re gone.
By Kathryn Pomroy
-
Will You Grow or Blow Your Family Legacy?Inheriting money or stocks is life-changing, but it comes with a big responsibility. Take our quiz to see if you're ready to invest your new windfall wisely.
By Karee Venema
-
Why Unequal Caregiving Shatters Family InheritancesAn even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.
By Pam Krueger
-
The Insurance Policies Your Executor Needs to Know AboutOne of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.
By Rachael Green
-
5 Stocks to Buy With an Inheritance to Help Build the Next InheritanceWith $124 trillion set to move in the Great Wealth Transfer, these wealth-building stocks can help you leave something behind for your kids in turn.
By Kyle Woodley
-
Who Actually Wins the Great Wealth Transfer?The Great Wealth Transfer promises trillions in inheritance. Discover how age, race, taxes, and healthcare costs shape who actually receives boomer wealth.
By Jacob Schroeder
-
The Hidden Costs of Inheriting an Investment PortfolioInheriting a portfolio isn't as straightforward as it might seem. Taxes, missed IRA deadlines and high fees can impact how much you'll receive.
By Coryanne Hicks
-
What Happens to Your Savings Account When You Die?Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.
By Sean Jackson
