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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The Woman's Guide to Estate Planning: Protect Your Health and WealthEstate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
By Deborah Yao
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What to Do When You're the Executor of an EstateThere are many steps you have to take if you're named the executor of an estate, and each estate is different, but there are some basic steps to follow.
By Sandra Block
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Kiplinger: The Trillion Dollar Talk Research ReportThe largest wealth transfer in U.S. history is under way, but as our research reveals, American families aren’t talking about it. Download the full report findings.
By The Kiplinger Editors
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Could You Handle a Sudden Windfall? Find Out HereAn 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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How to Organize Your Financial Paperwork for Your HeirsA guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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Do Your Successful Kids Really Need an Inheritance?Your adult kids are financially secure, so why save a massive windfall for later? Here’s why it might be time to spend your hard-earned money now.
By Donna Fuscaldo
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8 Estate Planning Secrets You Can Borrow from the Ultra-WealthyTry these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.
By Kathryn Pomroy
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Why the 'Great Wealth Transfer' Could Disappoint HeirsDon't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
By Donna Fuscaldo
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
Gift Tax
