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.
Kiplinger Conversations
Join us for this must-watch panel discussion, packed with actionable insights and useful tips on how to plan for giving or receiving an inheritance.
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
-
Why the Smartest Retirees Are Handing Out Inheritances NowOlder generations hold $124 trillion in assets. Here is why financial experts say giving your heirs an inheritance early might be the smartest move you can make.
By Donna Fuscaldo
-
Give While You Live Or Wait Until Death? Take Our Quiz to Find OutThe Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow.
By Donna Fuscaldo
-
No One Wants to Ask Their Aging Parents About Their Finances, But Here's HowUse these tips to help you open the door to conversations about their financial health before it’s too late.
By Kathryn Pomroy
-
IRS Is Taking a Closer Look at Trusts: What It Means for Estate PlanningTax Law A high-profile tax case is shining a light on how the IRS may view certain estate planning strategies.
By Kelley R. Taylor
Tax Law -
How 30 Everyday Millionaires Are Navigating the Great Wealth TransferMillionaires from the My First $1 Million series tell us how they're talking with their kids about money, balancing inheritance splits and sharing their wealth.
By Joyce Lamb
-
Why Legal Documents Won't Save Your Family's WealthA successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.
By Lisa G. McCurdy, Esq.
-
Lessons from Dolly Parton: Protect Your Estate Plan From FightsFrom no-contest clauses to security protocols, advanced planning can get ahead of family disputes before they start, making it easier on your loved ones after you're gone.
By Kathryn Pomroy
-
The Great 'Horizontal' Wealth Transfer: Spouses Inherit FirstBefore it reaches younger heirs, $54 trillion will move horizontally to surviving spouses. Here's how to prepare.
By Donna Fuscaldo
-
You Were Given Financial Power of Attorney. What Does That Mean?Being named a financial power of attorney (FPOA) is an honor, but it can also be a heavy lift. Know your fiduciary duties and why standard POAs don't cover Social Security or Medicare.
By Donna LeValley
