Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
-
If You're the Millionaire Next Door, You May Be a Terrible SpenderGood job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
Does Your Retirement Plan Ignore Half of Your Net Worth?Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
-
What to Do With an Inherited HouseInheriting a property often brings a tough choice: keep it, rent it, or sell it? Here's what to consider.
By Kathryn Pomroy
-
6 Reasons to Disinherit Someone and How to Do ItWhether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
By Donna LeValley
-
The Beneficiary Rules Most Families Have Never Heard OfUnderstanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.
By Eric W. Bond
-
Inherited Money or Property? Here's How It Could Be TaxedInheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
By Daniel Razvi, Esquire
-
5 Simple Steps to Financial Power for Every WomanDespite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that help secure our financial independence.
By Nicole Romito, CFP®, CDFA™
-
This Is How a QTIP Trust Protects Your Kids' InheritanceIf you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
By Mike Palmer, CFP®
-
States That Won't Tax Your DeathEstate 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
Estate Taxes
