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 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
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5 Estate Planning Errors That Can Impact Generational WealthSuccessfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.
By Mark B. Murphy, CLU®, ChFC®
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Love Your Kids But Fear For Their Finances? You Need a Spendthrift TrustYou can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.
By Kathryn Pomroy
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Inherited $1 Million in the Great Wealth Transfer? Here’s What to Do FirstBefore you splurge, learn where to park your cash, the rules for inherited IRAs and 401(k)s and how to avoid costly tax mistakes on a $1 million windfall.
By Donna Fuscaldo
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5 Steps to Prevent an Inheritance From Fracturing Your FamilyConflict among adult children over their parents' estate is all too common — and Mom and Dad’s worst nightmare. Here's how to ensure the kids won’t fight after you’re gone.
By Diane Harris
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17 States With Scary Estate and Inheritance TaxesEstate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
By Sandra Block
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Keep Your Kids From Falling Into the Early Inheritance TrapGiving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.
By Jacob Schroeder
