Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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When Can Tax Planning Be an Act of Love? This Family Found OutHow can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
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6 Overlooked Areas That Can Make or Break Your RetirementIf you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
By David Lukas, Investment Adviser Representative
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You've Built Your Estate Plan — Now Put It to WorkYou need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
By Eric W. Bond
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How to Leave Different Amounts to Adult Children Without Causing a RiftHere’s how to leave different amounts to adult children without causing a family rift.
By Julie Halpert
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If You're Not Doing Roth Conversions, You Need to Read ThisRoth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs.
By Matthew Blecker, CFP®, CFA®
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3 Steps to See You and Your Heirs Through a Wealth TransferBoth givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
By John Vandergriff
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Unwrapping Your Estate Plan for Your Kids: The Best GiftThe holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Family Offices: Women of Wealth Create a New Model of GivingWomen who are inheriting wealth today are shifting from traditional philanthropy to creating sustainable systems to fund philanthropic gifts into perpetuity.
By Kathleen Grace, CFP®, CIMA®, MPrA
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Why Wills and Trusts Aren't Enough in the Great Wealth TransferFamilies need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes.
By Leslie Gillin Bohner
