Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Heirs Inheriting Crypto? Don't Make It a Headache for ThemIf you have cryptocurrency in your estate, you'll need meticulous plans and clear instructions to ensure beneficiaries don't lose out after you're gone.
By Patrick M. Simasko, J.D.
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Prepare Your Family for the Financial and Legal Aftermath of Your DeathTaking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
By Kiplinger Advisor Collective
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A Good Estate Plan Requires Four Key ElementsAn estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
By John M. Goralka
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Opportunities and Challenges When You Inherit an IRANew SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries.
By Elizabeth Pappas, CPA
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This Late-in-Life Roth Conversion Opportunity Spares Your HeirsExpensive medical care in the later stages of life is an unpleasant reality for many, but it can open a window for a Roth conversion that benefits your heirs.
By Evan T. Beach, CFP®, AWMA®
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The Tax Stakes for 2025: Planning for All PossibilitiesIt's unclear whether extending the TCJA provisions for individuals is likely, so what can you do to reduce your overall tax bill either way?
By Jane G. Ditelberg, Esq.
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Generational Wealth Plans Aren't Just for Rich PeopleEverybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills.
By Nico Pesci
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5 Key Components of an Estate Plan — and 7 Others to ConsiderWhatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
By David Rodeck
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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
