Survey Finds Many Families Have Not Discussed Inheritance Plans
Kiplinger published guidance urging parents to weigh ongoing costs such as property taxes, insurance, maintenance and repairs before leaving a home to their children, along with how siblings would handle keeping, selling or living in the property [1]. A survey conducted for Kiplinger found that about 56% of parents said they had talked with their children about inheritance, compared with 39% of adult children [2]. Roughly 40% of both parents and children said they were unsure about estate tax questions [2]. The survey, which covered 5,000 Americans, examined how families are planning for a large generational transfer of wealth [3].
Sources
- kiplinger.com · Before You Leave Your Home to Your Children, Ask These Questions Sep 9, 2026
- kiplinger.com · The Most Tax-Efficient Ways to Leave Investments to Your Children Sep 9, 2026
- kiplinger.com · We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned Sep 9, 2026
This is the neutral brief the press writes once, for everyone, before each reader’s paper adds its own so-what. It links out; it does not republish. 3 articles clustered.