Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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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
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7 Practical Steps to Kick Off Your 2026 Financial PlanningIt's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future.
By Scott H. Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP®
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Pets to Paintings: Little Things Can Cause Big Estate TroubleSentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help.
By Eric W. Bond
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Why Unmarried Same-Sex Couples Need an Estate PlanWhen illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital.
By Patrick M. Simasko, J.D.
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Your Estate Plan Isn't Complete Until You've Done These StepsCongratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan is effectively carried out.
By Denise McClain, JD, CPA
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How You Can Guide Your Heirs Through the Great Wealth TransferFocus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
By Stephen B. Dunbar III, JD, CLU
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17 States With Scary Estate and Inheritance TaxesEstate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
By Sandra Block
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How Family Offices Can Build Resilience in a Volatile WorldFamily offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
By Tim Houghton
