Inheritance
News, insights and expert analysis on inheritance from the team at Kiplinger.
Latest
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Why You May Need a Medallion StampTransferring securities from one account to another often requires this extra step.
By Emma Patch
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How Women Can Handle Their Growing Wealth Like a ProEven as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially. Here's how to keep on winning.
By Tiffany Welka
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Five Strategies to Keep Your Heirs From Blowing Their Inheritanceestate planning Preserving family money beyond a few generations isn't an easy task.
By Anne Kates Smith
estate planning -
Six Steps to Simplify Your Estate for Your HeirsA simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress.
By Howard Sharfman
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Three Actions to Protect Wealth Transfer Amid Tax UncertaintyHow should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are extended, they might still be temporary.
By Brett W. Berg
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Want to Create a Lasting Legacy? Four Issues to AddressTo ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.
By Daniel Fan, J.D., LL.M., CFP
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Here's How Estate Planning Can Make Your Retirement EasierThese estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years.
By Cliff Ambrose, CTS™, CAS®
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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
