The Trillion Dollar Talk
The largest wealth transfer in U.S. history is underway but families are avoiding awkward conversations about their inheritance plans.
Could You Handle A Sudden Windfall?
An inheritance can bring opportunity but also complex responsibilities. Take this short quiz to discover how ready you are and get tips to protect your legacy.
Infographic: The Trillion Dollar Talk Survey
The largest wealth transfer in U.S. history is underway, but as our research reveals, families are avoiding tricky conversations about inheritance.
Download the Trillion Dollar Talk Research Report
The largest wealth transfer in U.S. history is under way. Kiplinger's exclusive research explores how American families are navigating this inheritance wave.
How Everyday Millionaires Navigate the Great Wealth Transfer
Millionaires from our panel tell us how they are talking with their kids about money, balancing inheritance splits and sharing their wealth.
How to Talk to Your Adult Kids About Their Inheritance
The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.
Why So Many Families Are Unprepared for the Great Wealth Transfer
Passing 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.
Latest
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How Much Tax You Pay on an Inherited IRA: 4 Rules That MatterTax Law Two beneficiaries can inherit similar balances and end up with very different tax bills.
By Kelley R. Taylor
Tax Law -
United Airlines CEO Calls for a National Wealth Tax and New Taxes on InheritancesTax Policy Scott Kirby's comments on new taxes on wealth and inheritances come as several states debate taxes on the wealthy.
By Kelley R. Taylor
Tax Policy -
Inheriting Money? 7 Ways to Make Sure Your Windfall Doesn't VanishPreserving an inheritance isn’t about spending less — it’s about allocating smart.
By Donna LeValley
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Which Celebrity Are You Most Like When It Comes to Inheritance?Answer 7 quick questions to uncover which iconic approach to passing down wealth matches your personal philosophy.
By Donna LeValley
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Why a $5 Million+ Portfolio Changes Your Entire Estate PlanThe federal estate tax might not touch your $5 million portfolio, but other issues can easily shrink your family's windfall. Here’s how to protect it.
By Jacob Schroeder
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'East of Eden' Stars Explain the 'Wake-Up Call' of Inheriting Wealth"East of Eden" is ultimately a story about what we do and do not inherit from our parents. We asked the Netflix show's actors how their characters would handle a gift from their parents.
By Alexandra Svokos
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How to Prepare Kids for an Inheritance at Every AgeDon't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
By Jessica Rickert, PGWTA
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The $100K Inheritance Blueprint: Where to Put Your Money FirstYou don't need a million dollars to transform your finances and set yourself up for retirement.
By Kathryn Pomroy
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How to Maximize a Late-in-Life InheritanceReceiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories.
By Maurie Backman
