Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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The 5 W's of Successful Estate Plan-Focused Family MeetingsGood family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
By Michael Schneider
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Silence Is Golden, But It Can Hurt Heirs More Than You ThinkTalking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
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Will Your Children's Inheritance Set Them Free or Tie Them Up?An inheritance can mean extraordinary freedom for your loved ones, but could also cause more harm than good. How can you ensure your family gets it right?
By Erin Wood, CFP®, CRPC®, FBS®
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Inherited an IRA? Key Distribution Rules to KnowInherited 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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These Retirement Planning Steps Protect the Life You WantThis kind of planning focuses on the intentional design of your estate, philanthropy and long-term care protection.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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Inherited an IRA? Don't Fall Into the 10-Year Tax TrapRules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan.
By Mike Palmer, CFP®
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How to Position Investments to Minimize Taxes for Your HeirsTo minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.
By Christopher Budd
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Avoid Leaving Chaos in Your Wake: Keep an Updated Estate PlanAn outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide highlights what to update and when.
By Leslie Gillin Bohner
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Estate Plan Details to Discuss (And What to Keep Private)Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't like to talk about money. What to do?
By Phillip Reed, JD, CAPP™
