Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Do You Have to Take Money Out of Your Inherited IRA?
A reprieve for adult children and other non-spouse beneficiaries of inherited IRAs will end in 2025.
By Sandra Block Published
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Can You Change an Irrevocable Trust? Yes, But Be Careful
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences.
By Anna Soliman Published
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10 Financial Situations Where You Might Want to Consult a Professional
There’s no shame in asking for help, especially when it comes to your finances.
By Kiplinger Advisor Collective Published
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Repeal the Death Tax? These Are the Taxing Trade-Offs
Getting rid of the death tax (aka the estate tax) might sound like a great idea, but more people could pay higher taxes under the capital gains tax regime.
By Rustin Diehl, JD, LLM Published
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How to Help Your Kids Inherit More Than Just Your Money
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that.
By Steve Lockshin Published
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Are Your Kids Ready to Inherit Your Wealth?
To prepare your children to take over your family's financial legacy, teach them about money as if they were interns on the path to senior management.
By Kelley Wolfington, CTFA Published
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Yes, Jewelry Can Be an Investment. Here's How to Find It
Kiplinger explains what to watch out for in jewelry to invest in, how to find the goods, and how to have some fun with jewelry investments.
By Lisa Amand Published
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What We Can Learn from Tony Bennett's Estate Dispute
Bennett's daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently.
By John M. Goralka Published
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If You're the Millionaire Next Door, You May Be a Terrible Spender
Good job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC® Published