Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions.
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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.
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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.
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Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to end up there.
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Want to Move to Portugal? What to Consider Financially
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical.
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Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges?
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans.
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I'm a Wealth Adviser: This Is How to Prevent Your Heirs From Frittering Away the Family Fortune
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs.
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About 40% of Heirs Say They Can’t Afford an Inherited Home
Estate Planning The ‘Great Wealth Transfer’ may not help with high property taxes, soaring homeownership costs, and liquidity issues in 2025.
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Three Strategies to Take Advantage of OBBB Changes, From a Financial Planning Pro
Four of the One Big Beautiful Bill's changes could impact your retirement, so it's smart to review your financial plans to see if these strategies would help you get the most out of the new provisions.
