Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Think a Repeal of the Estate Tax Wouldn't Affect You? Wrong
The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.
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Two Estate Planning Issues You Should Never Overlook
This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's time to transfer your wealth.
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My Five-Step Estate Planning Guide to Protect Your Family
A wealth adviser notes that an estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind.
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Holding Wealth: Why Retirees Shouldn't Focus on Leaving an Inheritance
From funding a college education to paying for long-term care or simply treating your family, there are plenty of reasons to use your hard-earned wealth now.
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Have You Reviewed Your 401(k) Beneficiary Designations Lately?
If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries are in order.
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Will My Children Inherit Too Much?
If you worry about how your children will handle an inheritance, you're not alone. Luckily, you have options — from lifetime gifting to trusts — that can help.
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Going Through Probate? How to Find the Right Attorney
Just having the skills and experience to do the job isn't enough. The probate attorney you hire needs to have the right temperament for your particular case.
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Give Now or Leave an Inheritance? How to Balance the Options
You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider.
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How to Replace a Corporate Trustee (and Make Other Trust Changes)
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know.
