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
-
5 Key Components of an Estate Plan — and 7 Others to ConsiderWhatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
By David Rodeck
-
7 Estate Planning Best PracticesThese tips can help you avoid common trouble spots and create a more effective plan.
By David Rodeck
-
The Estate Tax Exemption Amount for 2026Estate Tax The estate exemption amount is significantly higher than last year, creating a potentially promising tax year for inheritances and estates.
By Kate Schubel
Estate Tax -
No Heirs? Here Are 4 Ways to Spend Your Nest Egg Guilt-FreeNot planning your life around legacy, you're not alone. Why a growing wave of single and child-free retirees are unapologetically putting their own needs first.
By Donna Fuscaldo
-
Revocable vs Irrevocable Trusts for Estate PlanningWith the threat of the estate tax sunset officially resolved, picking a trust is now a choice between long-term asset protection and tax-free basis step-ups.
By Ellen B. Kennedy
-
Manage an Inheritance Like a Pro in Just 7 StepsHow you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
By Sandra Block
-
The 5 Trusts You Need to UnderstandYou can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
By Donna LeValley
-
The 10-Year Rule for Inherited IRAsKiplinger Tax Letter The IRS’ interpretation of the 10-year clean-out rule on inherited IRAs can be complicated.
By Joy Taylor
Kiplinger Tax Letter -
Inherited an IRA? Key Distribution Rules to KnowInherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
Inherited IRA
