Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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6 Steps to Acting as a CFO for Your Aging ParentsAs asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
By Adam Shell
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Before You Leave Your Home to Your Children, Ask These QuestionsBefore leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want.
By Carla Ayers
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The Most Tax-Efficient Ways to Leave Investments to Your ChildrenPlanning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.
By Jeff Reeves
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We Asked 5,000 Americans About Inheritance. Here's What We LearnedOur exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.
By Diane Harris
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Stepping Up as Trustee: Your Complete Guide to the RoleBeing named the trustee of an estate is a profound honor — and a major responsibility. From securing assets to navigating family dynamics, here is how to do a good job.
By Donna LeValley
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Why So Many Families Are Unprepared for the Great Wealth TransferPassing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.
By Diane Harris
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How to Talk to Your Adult Kids About Their InheritanceThe Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.
By Cameron Huddleston
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka
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Guide to the Estate Planning Documents Everyone NeedsEstate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.
By Leslie Gillin Bohner
