Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Simple Ways to Make Your Executor's Job Less of a Pain
Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts.
By Daniel E. Stickel Published
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Five Divorce Settlement Blind Spots: An Expert's Guide to What You Can't Afford to Miss
Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, so specialist advice is vital from the outset.
By Kara Duckworth, CFP®, CDFA® Published
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Protect Your Social Security with a Retirement Safeguard You've Never Heard Of
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.
By Donna LeValley Last updated
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck Last updated
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Retiring Without Heirs: Four Options For Your Estate
Just because you don’t anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
By Donna Fuscaldo Last updated
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Got Assets? Attorney Explains How to Protect Them From Greedy Lawsuits
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning.
By Jeffrey M. Verdon, Esq. Published
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Eight Ways to Financially Plan Your Way Through Challenging Times
A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty.
By Alvina Lo Published
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Ask the Editor — Reader Questions on Gifts, Estate Tax
In this week's Ask the Editor Q&A, we answer tax questions from readers on gifts, the estate tax and stepped-up basis upon death.
By Joy Taylor Published
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Get a Free Will or Trust, Online, in Under an Hour
Create a state-specific, attorney-approved will or living trust — at no cost and in less than one hour — with Fifth Third Bank.
By Kathryn Pomroy Published