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Inheritance

News, insights and expert analysis on inheritance from the team at Kiplinger.

Latest

Portrait of funny little boy holding unpacked gift box and looking at camera with upset dissatisfied grimace

The 7 Worst Assets to Leave Your Kids or Grandkids

inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.

Inherited a House? Here's How to Decide What to Do With It

When you inherit a property, the decision to keep, rent or sell can feel overwhelming, especially when emotions are involved. Here's what you need to consider.

By Kathryn Pomroy Published 11 July 25
Three Estate Planning Documents a Business Owner Can't Afford to Skip

A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical.

By Ronald “Skip” Skolnik Published 10 July 25
Why Homeowners Should Beware of Tangled Titles

If you're planning to pass down property to your heirs, a 'tangled title' can complicate things. The good news is it can be avoided. Here's how.

By Adam Frank Published 1 July 25

From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook

Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the emotional and logistical details that will follow your loss.

By Eric W. Bond Published 29 June 25
Manage an Inheritance Like a Pro in Just Seven Steps

inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.

By Sandra Block Last updated 24 June 25

inheritance
Summer Is Made for Sun, Fun … and Estate Planning Conversations

Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.

By Eric W. Bond Published 22 June 25

A Financial Planner's Tips for Teaching Kids About Wealth Without Creating Entitlement

If your kids are likely to inherit and you're worried about how they'll manage, start talking about money and teaching common-sense habits as soon as you can.

By Melissa A. Barkley, CFP® Published 21 June 25
Is a Family Office Right for You? The Multimillion-Dollar Question

As ultra-high-net-worth individuals increase in number, many are turning to family offices to manage their complex finances. Here's how family offices work, courtesy of a finance professional.

By Michael Humphreys, CFA®, CAIA® Published 17 June 25
Inherited an IRA? Five Rules Every Beneficiary Should Know for 2025

Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.

By Kelley R. Taylor Last updated 14 June 25

Inherited IRA

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