Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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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
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Who Will Be the Beneficiaries of Your Wealth?
Deciding who you want to inherit your wealth, as well as when and how, is a crucial first step in estate planning. Here are the four beneficiaries to keep in mind.
By Adam Frank Published
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Talkin' 'Bout My Generational Wealth: Baby Boomers
With retirement, each generation has different priorities and challenges. For Baby Boomers, it's a matter of ready or not, here it comes.
By Alvina Lo Published
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IRS Delays IRA RMD Rules Again
Inherited IRAs The IRS has delayed certain required minimum distribution rules. Here’s what the latest change means for some inherited IRA beneficiaries.
By Kelley R. Taylor Last updated
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How to Protect Your Digital Assets From Estate Tax
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation.
By Jeffrey M. Verdon, Esq. Published
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How to Handle Irrevocable Trust Assets Tax-Efficiently
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?
By Rustin Diehl, JD, LLM Published
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Three Ways to Pay Less Taxes to Uncle Sam
Retirees especially could benefit from these tax-efficient strategies that focus on what you leave your heirs and what kind of accounts your money is in.
By Matt D’Amico, CFP®, ChFC® Published