Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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20 Ways to Clean Up Your Finances This Spring
Spring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners of your finances at the same time?
By Lisa Gerstner
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Estate Planning for Women: Preparing for When Life Happens
A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
By Leslie Gillin Bohner
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4 Tools to Help Advisers With Next-Level Estate Planning
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
By Marguerita M. Cheng, CFP® & RICP®
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Estate Planning Checklist: 5 Tasks to Prioritize
Doing these things now, while you're still physically and mentally healthy, can smooth an already-difficult and emotional process when the time comes.
By Martin Baker, CFP®, CEPA®
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The 5 W's of Successful Estate Plan-Focused Family Meetings
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
By Michael Schneider
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What Really Happens in the First 30 Days After Someone Dies
The administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress.
By Howard A. Enders
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Why Your Pet Should Be In Your Estate Plan — Yes, Really
Including your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
By Richard Eisenberg
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Silence Is Golden, But It Can Hurt Heirs More Than You Think
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
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Why a Good Legacy Plan Covers Values, Not Just Valuables
Legacy planning integrates your values and stories with legal and tax strategies to ensure your influence benefits loved ones and good causes after you're gone.
By Myles J. McHale, Jr. AIF®, CRPP®
