Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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5 Questions About Power of Attorney After Seeing 'You Can See Everything'The new documentary "You Can See Everything" about Elizabeth Holmes prompted some questions about power of attorney privileges.
By Alexandra Svokos
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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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7 Things You Should Never Leave to Your Kids or GrandkidsLeaving these assets to your loved ones might 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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Which Celebrity Are You Most Like When It Comes to Inheritance?Answer 7 quick questions to uncover which iconic approach to passing down wealth matches your personal philosophy.
By Donna LeValley
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Why a $5 Million+ Portfolio Changes Your Entire Estate PlanThe federal estate tax might not touch your $5 million portfolio, but other issues can easily shrink your family's windfall. Here’s how to protect it.
By Jacob Schroeder
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Created Your Will? Why Your Heirs Could Still Face Major DelaysA will alone doesn’t mean your heirs can easily or quickly access your estate. If you want to leave funds for a funeral, here’s what to do instead.
By Paige Cerulli
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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
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Shield Your Assets Before the 5-Year Medicaid Clock Runs OutThis trust safeguards your life savings from high long-term care costs while maintaining your eligibility for government benefits.
By Jeffrey M. Verdon, Esq.
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How to Prepare Kids for an Inheritance at Every AgeDon't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
By Jessica Rickert, PGWTA
