The Trillion Dollar Talk
The largest wealth transfer in U.S. history is underway but families are avoiding awkward conversations about their inheritance plans.
Latest
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What to Do If You Get a Check From an InheritanceDepositing an inheritance check might be trickier than you think. Here are your options and smart strategies to take that gift and build lasting wealth.
By Sean Jackson
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You Asked, We Answered: How to Talk Inheritance With Your KidsIn this panel conversation, Kiplinger editors talk to experts about the Great Wealth Transfer and answer questions on how to discuss inheritance with your family.
By Alexandra Svokos
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The Benefits of a Special Needs TrustThis estate-planning tool provides financial security for a loved one who has a disability.
By Ella Vincent
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12 Estate Planning Mistakes That Can Cost Your Family ThousandsDon’t make these common estate planning mistakes and your loved ones will thank you.
By Daniel Bortz
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What Kind of Heir Are You? Take Our Quiz to Reveal Your Money StyleAn inheritance can bring opportunity but also responsibilities. Take this short quiz to discover how ready you are, and get tips to protect your legacy.
By Donna LeValley
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Inherited an IRA? IRS Distribution Rules Beneficiaries Should KnowInherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
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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
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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
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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
