Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How to Pass Down Wealth Without Destroying AmbitionParents planning to leave money to their children fear one thing: Will wealth make their character or break it? There are some practical ways to find out.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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5 Key Components of an Estate Plan — and 7 Others to ConsiderWhatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
By David Rodeck
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7 Estate Planning Best PracticesThese tips can help you avoid common trouble spots and create a more effective plan.
By David Rodeck
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Why Is It So Bad to Let Only Your Spouse Handle the Money?Quiz Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
By Charlotte Gorbold
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Estate Tax vs Inheritance Tax: Who Actually Pays the Bill?Tax Planning Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.
By Chrissy Paradis
Tax Planning -
7 Things You Should Never Leave to Your Kids or GrandkidsLeaving 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.
By David Rodeck
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What Is a 'Good' Inheritance? 6 High-Value Assets to Keep an Eye OnYour heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
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What a Delaware Statutory Trust Can Do That Your Will Can'tDelaware Statutory Trusts (DSTs) can keep capital gains taxes at bay when your children inherit your property. But you need to handle them smartly.
By Daniel Goodwin
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The Estate Tax Exemption Amount for 2026Estate Tax The estate exemption amount is significantly higher than last year, creating a potentially promising tax year for inheritances and estates.
By Kate Schubel
Estate Tax
