Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Why the Smartest Retirees Are Handing Out Inheritances NowOlder generations hold $124 trillion in assets. Here is why financial experts say giving your heirs an inheritance early might be the smartest move you can make.
By Donna Fuscaldo
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Give While You Live Or Wait Until Death? Take Our Quiz to Find OutThe Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow.
By Donna Fuscaldo
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No One Wants to Ask Their Aging Parents About Their Finances, But Here's HowUse these tips to help you open the door to conversations about their financial health before it’s too late.
By Kathryn Pomroy
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IRS Is Taking a Closer Look at Trusts: What It Means for Estate PlanningTax Law A high-profile tax case is shining a light on how the IRS might view certain estate-planning strategies.
By Kelley R. Taylor
Tax Law -
How 30 Everyday Millionaires Are Navigating the Great Wealth TransferMillionaires from the My First $1 Million series tell us how they're talking with their kids about money, balancing inheritance splits and sharing their wealth.
By Joyce Lamb
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Why Legal Documents Won't Save Your Family's WealthA successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.
By Lisa G. McCurdy, Esq.
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Lessons from Dolly Parton: Protect Your Estate Plan From FightsFrom no-contest clauses to security protocols, advanced planning can get ahead of family disputes before they start, making it easier on your loved ones after you're gone.
By Kathryn Pomroy
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The Great 'Horizontal' Wealth Transfer: Spouses Inherit FirstBefore it reaches younger heirs, $54 trillion will move horizontally to surviving spouses. Here's how to prepare.
By Donna Fuscaldo
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You Were Given Financial Power of Attorney. What Does That Mean?Being named a financial power of attorney (FPOA) is an honor, but it can also be a heavy lift. Know your fiduciary duties and why standard POAs don't cover Social Security or Medicare.
By Donna LeValley
