Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Our Grandchild Wants Help Paying for a $90k-Per-Year College.
We're 75 with $3.2 million. Our son is pressuring us to help pay for our granddaughter's college so she can avoid student loans. What should we do?
By Maurie Backman
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A 'Trust Reveal' Isn't the Way to Transfer Wealth — This Is
Wealth transfer isn't about dramatically revealing the size of an inheritance. It's about communicating your story and preparing heirs to uphold shared values.
By Jessica Andrews
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Energy Investing Is a Long Haul: Is Your Estate Plan Ready?
Oil and gas investments can play a lasting role in a diversified portfolio, but be sure to consider how they fit into your broader strategy and estate plan.
By Jay R. Young
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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Does Your Retirement Plan Ignore Half of Your Net Worth?
Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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We Will Inherit $3 Million: Can We Retire Now?
We're 60 with $550K saved. We know we'll inherit when my elderly father passes away. Can we retire now, even though we can't technically afford it?
By Maurie Backman
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Best States for Trusts: How to Choose a 'Trust-Worthy' One
To minimize taxes, protect assets and give you and your beneficiaries greater control, eight states stand above the rest when it comes to trust laws.
By Martin Baker, CFP®, CEPA®
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Is There an Ideal Age for Your Children to Inherit?
As many people live longer, inheritances have shifted from life-changing events to late-in-life supplements. The timing of an inheritance is crucial.
By Ronald “Skip” Skolnik
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This Year
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
Gift Tax
