Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How Trusts Can Add Extra Protection When a Will Isn't EnoughEstate plans don't need to be complicated, but trusts can help when your family needs protection and your will and beneficiary designations aren't quite enough.
By Jared J. Madison, Esq.
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Wills Gone Wild: How to Avoid Estate Planning DisastersThese wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs (or cats).
By Adam Shell
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Backdoor Roth IRAs: Leave Your Kids a Tax-Free FortuneConverting to a backdoor Roth IRA via an IRS "loophole" is an estate-planning hack that provides heirs with tax-free income in retirement. It can help you, too.
By Adam Shell
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16 Retirement Mistakes You Will Regret ForeverFrom saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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Don't Skip the Estate Planning Step That Makes It All WorkAn estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.
By John Vandergriff
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What to Do With a WindfallPatience and good advice are the keys to avoiding making permanent financial mistakes after getting an inheritance.
By Janet Bodnar
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How Today's Couples Can Bridge the Financial Planning GapModern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.
By Anthea Tjuanakis Cox
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3 Life Events That Should Trigger an Estate Plan ReviewMajor life changes can make your estate plan outdated fast. Here are the three instances that should spur an update right away.
By Howard A. Enders
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Estate Planning Checklist: 13 Smart MovesFollow this estate planning checklist to hold on to more of your hard-earned money for both you (and your heirs).
By Janet Kidd Stewart
