Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How 30 Everyday Millionaires Are Navigating the Great Wealth TransferMillionaires from the My First $1 Million series tell us how they're talking with their kids about money, balancing inheritance splits and sharing their wealth.
By Joyce Lamb
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Why Legal Documents Won't Save Your Family's WealthA successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.
By Lisa G. McCurdy, Esq.
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Lessons from Dolly Parton: Protect Your Estate Plan From FightsFrom no-contest clauses to security protocols, advanced planning can get ahead of family disputes before they start, making it easier on your loved ones after you're gone.
By Kathryn Pomroy
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The Great 'Horizontal' Wealth Transfer: Spouses Inherit FirstBefore it reaches younger heirs, $54 trillion will move horizontally to surviving spouses. Here is how to prepare.
By Donna Fuscaldo
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You Were Given Financial Power of Attorney. What Does That Mean?Being named a financial power of attorney (FPOA) is an honor, but it can also be a heavy lift. Know your fiduciary duties and why standard POAs don't cover Social Security or Medicare.
By Donna LeValley
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6 Steps to Choosing an ExecutorDefaulting to the oldest child isn't always the best move. Follow these guidelines to select a trustworthy executor and keep the peace among your heirs.
By Donna LeValley
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How the IRS Values (and Audits) an Inherited HomeInheritances Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.
By Kate Schubel
Inheritances -
How to Keep an Inheritance From Tearing You and Your Siblings ApartInheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.
By Sean Jackson
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Is It Wrong to Ask My Retired Mom for Financial Help?You're stretched thin, and she has millions. This week's Wealth Wise advice column asks experts how to handle the financial and emotional rules of taking money from your parents.
By Maurie Backman
