<![CDATA[ Latest from Kiplinger in Estate-planning ]]> https://www.kiplinger.com/retirement/estate-planning Thu, 09 Apr 2026 09:30:00 +0000 en <![CDATA[ Energy Investing Is a Long Haul: How You Can Prepare the Road Ahead for Your Heirs ]]> https://www.kiplinger.com/retirement/estate-planning/energy-investing-how-to-prepare-your-heirs LNEK2tzS57LpWrDmRzxTzR Thu, 09 Apr 2026 09:30:00 +0000 <![CDATA[ Does Your Retirement Plan Ignore Half of Your Net Worth? Here's How You Can Tap Your Housing Wealth for a More Robust Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/how-to-tap-housing-wealth-for-a-more-robust-retirement wTYB7uxEjrAwNyqHAit68k Tue, 07 Apr 2026 09:40:00 +0000 <![CDATA[ We're 60 with $550K saved and will inherit $3 million. Can we retire now, even if we can't afford it? ]]> https://www.kiplinger.com/retirement/we-will-inherit-usd3-million-can-we-retire-now cN5s6cGnLeUNYueZ5rBQBD Sun, 05 Apr 2026 10:05:00 +0000 Sun, 05 Apr 2026 12:21:13 +0000 <![CDATA[ Is There an Ideal Age for Your Children to Inherit? A Retirement Planner Weighs In ]]> https://www.kiplinger.com/retirement/estate-planning/is-there-an-ideal-age-for-your-children-to-inherit qXSCeCGMuGpnfoJgDRgKQF Sun, 29 Mar 2026 08:40:00 +0000 <![CDATA[ Washington Slashes Estate Tax: Why Your Inheritance Still Isn't Safe ]]> https://www.kiplinger.com/taxes/washington-state-slashes-estate-tax 9JU7cJyzz4WffQ5yawvLxG Thu, 26 Mar 2026 13:47:00 +0000 Mon, 06 Apr 2026 17:27:30 +0000 <![CDATA[ The Secret to a Seamless Business Handover: Combined Estate and Succession Planning ]]> https://www.kiplinger.com/retirement/estate-planning/business-exit-combined-estate-and-succession-planning bBbkzuPSyk6AuXnN2qi6tZ Thu, 26 Mar 2026 09:30:00 +0000 <![CDATA[ Will Environmental Hazards Make a Mess of Your Estate Plan? ]]> https://www.kiplinger.com/retirement/estate-planning/environmental-hazards-and-your-estate-plan Zrrj5V2gKdwtKwSgzxEDUL Wed, 25 Mar 2026 09:35:00 +0000 <![CDATA[ Think You're Too Busy to Do an Estate Plan? In 3 Hours (Seriously), You Could Save Your Heirs Months (or Years) of Stress and Heartache ]]> https://www.kiplinger.com/retirement/estate-planning/how-to-save-your-heirs-months-or-years-of-stress zTMyBHeE7DiS5P3EDVruKG Tue, 24 Mar 2026 09:40:00 +0000 Wed, 25 Mar 2026 18:41:35 +0000 <![CDATA[ Why High-Net-Worth Families Need a Financial Quarterback to Protect Their Wealth ]]> https://www.kiplinger.com/retirement/estate-planning/why-high-net-worth-families-need-a-financial-quarterback-to-protect-wealth P52FaApChWHNegATEtJGfg Mon, 23 Mar 2026 09:30:00 +0000 Mon, 23 Mar 2026 14:28:31 +0000 <![CDATA[ Death and Taxes: A Famous Quotes Quiz to Take a Break From Tax Season ]]> https://www.kiplinger.com/puzzles/quizzes/death-taxes-famous-quotes-quiz jzDFSx3E3i2PPLA6JmEBQV Sat, 21 Mar 2026 18:11:00 +0000 Mon, 23 Mar 2026 14:42:47 +0000 <![CDATA[ The Simple Legal Document Families Need to Protect Their Kids (But Don't Know About) ]]> https://www.kiplinger.com/retirement/estate-planning/the-simple-legal-document-families-need-to-protect-their-kids vZ2VicRHwG6mxu7DCHsKYV Sat, 21 Mar 2026 09:40:00 +0000 Tue, 24 Mar 2026 14:32:26 +0000 <![CDATA[ Per Stirpes vs Per Capita: The Beneficiary Rules Most Families Have Never Heard Of ]]> https://www.kiplinger.com/retirement/estate-planning/per-stirpes-vs-per-capita-beneficiary-rules 3KGrkgRsrhDFtShHntNUwZ Sun, 15 Mar 2026 09:45:00 +0000 <![CDATA[ Can You Afford Retirement in Greece? 3 Tax Benefits Make It Possible ]]> https://www.kiplinger.com/taxes/can-you-afford-retirement-in-greece 9geSje28HHgWRGX49BaML Sat, 14 Mar 2026 11:37:00 +0000 Tue, 17 Mar 2026 19:15:21 +0000 <![CDATA[ 5 Simple Steps to Financial Power for Every Woman, From a Financial Planner ]]> https://www.kiplinger.com/personal-finance/simple-steps-to-financial-power-for-every-woman YoV6S4hWUrHAV43UofMJe9 Fri, 13 Mar 2026 09:40:00 +0000 Mon, 16 Mar 2026 14:50:03 +0000 <![CDATA[ This Is How the 'Brady Bunch' Safety Net (aka a QTIP Trust) Protects Your Kids' Inheritance ]]> https://www.kiplinger.com/retirement/inheritance/how-a-qtip-trust-protects-your-kids-inheritance n2Yofeh7zek9UTFoqAB3Tf Fri, 13 Mar 2026 09:35:00 +0000 <![CDATA[ Managing the Financial Dominoes of Special Needs Planning: A Practical Guide for Long-Term Security ]]> https://www.kiplinger.com/retirement/estate-planning/special-needs-planning-a-practical-guide GNxjF4JeESAcbaTbjksPf3 Wed, 11 Mar 2026 09:35:00 +0000 <![CDATA[ An Estate Planning Guide for Women: 5 Essential Moves to Prepare for When Life Happens ]]> https://www.kiplinger.com/retirement/estate-planning/estate-planning-guide-for-women-essential-moves qFa5Vv7AGgKd9aknmjV6Vb Fri, 06 Mar 2026 10:50:00 +0000 <![CDATA[ A Financial Planner's Guide to 4 Tools That Help Advisers Take Estate Planning to the Next Level ]]> https://www.kiplinger.com/retirement/estate-planning/guide-to-estate-planning-tools-for-advisers duDVdTqDW3jrpobxKAPavX Fri, 06 Mar 2026 10:35:00 +0000 <![CDATA[ The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser ]]> https://www.kiplinger.com/retirement/estate-planning/how-to-run-successful-estate-planning-family-meetings GZSVtgMuTxmSw4VU2qQLBP Thu, 05 Mar 2026 10:40:00 +0000 <![CDATA[ What Really Happens in the First 30 Days After Someone Dies (and Where Families Get Stuck) ]]> https://www.kiplinger.com/retirement/estate-planning/what-really-happens-in-the-first-month-after-someone-dies KGSVUFi3Rt7LYhaLMQd6eZ Sun, 01 Mar 2026 10:35:00 +0000 <![CDATA[ Why Your Pet Should Be In Your Estate Plan ]]> https://www.kiplinger.com/retirement/estate-planning/why-your-pet-should-be-in-your-estate-plan pobf6Bf7dMwfs4iZNsYv8a Sat, 28 Feb 2026 13:00:00 +0000 <![CDATA[ I'm a Financial Adviser: Silence Is Golden, But It Hurts Your Heirs More Than You Think ]]> https://www.kiplinger.com/retirement/estate-planning/estate-plan-silence-hurts-your-heirs-more-than-you-think 9e9fzq46wXAYLhfuncdsAX Sat, 28 Feb 2026 10:30:00 +0000 <![CDATA[ Your Legacy Is More Than Your Money: How to Plan for Values, Not Just Valuables ]]> https://www.kiplinger.com/retirement/estate-planning/your-legacy-plan-for-values-not-just-valuables JCCFJ5mucZo3igwuvUy5kZ Thu, 26 Feb 2026 10:35:00 +0000 <![CDATA[ When Estate Plans Don't Include Tax Plans, All Bets Are Off: 2 Financial Advisers Explain Why ]]> https://www.kiplinger.com/retirement/estate-planning/why-estate-plans-should-include-tax-plans 2wc9vRony856F3LT6F2coF Thu, 19 Feb 2026 10:40:00 +0000 <![CDATA[ We Retired at 62 With $6.1 Million. My Wife Wants to Make Large Donations, but I Want to Travel and Buy a Lake House. ]]> https://www.kiplinger.com/retirement/retirement-planning/we-retired-at-62-with-usd6-1-million-my-wife-wants-to-make-large-donations-but-i-want-to-travel-and-buy-a-lake-house LdaBSdjGrNrWrBugDUEDaH Wed, 18 Feb 2026 11:05:00 +0000 <![CDATA[ For More Flexible Giving, Consider Combining a Charitable Remainder Trust With a Donor-Advised Fund ]]> https://www.kiplinger.com/personal-finance/charity/combining-a-charitable-remainder-trust-with-a-donor-advised-fund kmoMsrwUrsyT6PhdfojFiQ Fri, 13 Feb 2026 10:35:00 +0000 <![CDATA[ The Illinois 'Cliff Tax': A Single Dollar Could Cost Families Hundreds of Thousands ]]> https://www.kiplinger.com/retirement/estate-planning/illinois-cliff-tax-what-to-know aML5pFGuq3id4XwgdQiFVN Fri, 13 Feb 2026 10:30:00 +0000 Fri, 13 Feb 2026 17:56:39 +0000 <![CDATA[ A Matter of Trustees: Is Your Spouse the Best Person to Manage the Kids' Trusts? ]]> https://www.kiplinger.com/retirement/trustees-is-your-spouse-the-best-person-to-manage-the-kids-trusts zg2wW8dYLHixdH45adgZJH Wed, 11 Feb 2026 10:35:00 +0000 Fri, 13 Feb 2026 23:39:42 +0000 <![CDATA[ Should I Sell My Old Silverware and Gold Jewelry Now That Prices Are So High? or Should I Hand Them Down? ]]> https://www.kiplinger.com/retirement/should-i-sell-my-old-silverware-and-gold-jewelry-now-that-prices-are-so-high-or-should-i-hand-them-down psp9wtnS6EZ3uyVkCRogM7 Sun, 08 Feb 2026 11:05:00 +0000 Fri, 20 Feb 2026 15:28:36 +0000 <![CDATA[ Don't Bury Your Kids in Taxes: How to Position Your Investments to Help Create More Wealth for Them ]]> https://www.kiplinger.com/taxes/tax-planning/dont-bury-your-kids-in-taxes-create-more-wealth-for-them KLvjk6P3cUs7vp4QapGBt5 Sat, 07 Feb 2026 10:50:00 +0000 <![CDATA[ I'm a Financial Planner: This Layered Approach for Your Retirement Money Can Help Lower Your Stress ]]> https://www.kiplinger.com/retirement/retirement-planning/layered-retirement-money-approach-helps-reduce-stress pfL4HrcUeXtcreowAHg3Re Fri, 06 Feb 2026 10:30:00 +0000 <![CDATA[ The 4 Estate Planning Documents Every High-Net-Worth Family Needs (Not Just a Will) ]]> https://www.kiplinger.com/retirement/estate-planning/estate-planning-documents-every-high-net-worth-family-needs bLY3KU5MgNgGxYT53E2V2V Thu, 05 Feb 2026 10:40:00 +0000 <![CDATA[ Love and Legacy: What Couples Rarely Talk About (But Should) ]]> https://www.kiplinger.com/retirement/retirement-planning/what-couples-rarely-talk-about-financially-but-should iz3z43QzqpYgjNAZ6dW8FC Thu, 05 Feb 2026 10:35:00 +0000 Mon, 09 Mar 2026 17:47:50 +0000 <![CDATA[ How to Add a Pet Trust to Your Estate Plan: Don't Leave Your Best Friend to Chance ]]> https://www.kiplinger.com/retirement/estate-planning/how-to-add-a-pet-trust-to-your-estate-plan gN3ArHkdP93bBBJQdPrVmW Wed, 04 Feb 2026 10:40:00 +0000 <![CDATA[ Want to Avoid Leaving Chaos in Your Wake? Don't Leave Behind an Outdated Estate Plan ]]> https://www.kiplinger.com/retirement/estate-planning/update-your-estate-plans-to-avoid-leaving-chaos-in-your-wake Wi4M9JCS3rMFuAcfwdjJnD Wed, 04 Feb 2026 10:35:00 +0000 <![CDATA[ I'm a Financial Adviser: This Is Why I Became an Advocate for Fee-Only Financial Advice ]]> https://www.kiplinger.com/retirement/retirement-planning/fee-only-financial-advice-why-i-became-an-advocate 8GsFRHKSjwpnxpzkmnXKYa Wed, 04 Feb 2026 10:30:00 +0000 <![CDATA[ I'm an Estate Planning Attorney: These Are the Estate Plan Details You Need to Discuss (And What to Keep Private) ]]> https://www.kiplinger.com/retirement/estate-planning/estate-plan-details-you-need-to-discuss Zinq7y8swxbY8trQUMjyNk Tue, 27 Jan 2026 10:40:00 +0000 <![CDATA[ 7 Questions to Help Kick Off an Estate Planning Talk With Your Parents ]]> https://www.kiplinger.com/retirement/estate-planning/discussing-estate-planning-with-your-parents GynBf5S3XdXQbLGdkmsBL3 Mon, 26 Jan 2026 10:35:00 +0000 <![CDATA[ Divide and Conquer: Your Annual Financial Plan Made Easy, Courtesy of a Financial Adviser ]]> https://www.kiplinger.com/personal-finance/your-annual-financial-plan-made-easy N5wEggeGDDKZLukRuTEnfg Sat, 24 Jan 2026 10:30:00 +0000 <![CDATA[ Estate Planning When You Have a Skeleton in the Closet ]]> https://www.kiplinger.com/retirement/estate-planning/i-have-a-secret-second-family-can-my-estate-provide-for-both-families-while-keeping-my-secret GBrChxSYUtNEa9f4PzrACX Thu, 22 Jan 2026 11:05:00 +0000 Thu, 22 Jan 2026 17:37:54 +0000 <![CDATA[ For High-Net-Worth Retirees, Tax Planning and Estate Planning Are the Main Events ]]> https://www.kiplinger.com/retirement/retirement-planning/high-net-worth-retirees-tax-planning-and-estate-planning Ygy8QhQNe2NLZVL27xjarh Wed, 21 Jan 2026 10:40:00 +0000 <![CDATA[ 6 Financially Savvy Power Moves for Women in 2026 (Prepare to Be in Charge!) ]]> https://www.kiplinger.com/personal-finance/financially-savvy-moves-for-women-in-2026 b2Cx7SJtR7YwMkBKtQmJ87 Thu, 15 Jan 2026 10:35:00 +0000 <![CDATA[ When Can Tax Planning Be an Act of Love? This Family Found Out ]]> https://www.kiplinger.com/retirement/inheritance/tax-planning-upstream-gifting-capital-gains FuC8thTpkbLo4caEeKhQTi Wed, 14 Jan 2026 10:35:00 +0000 Mon, 09 Mar 2026 17:54:49 +0000 <![CDATA[ What Changed on January 1: Check Out These Opportunities Created by the New Tax Law ]]> https://www.kiplinger.com/taxes/tax-planning/what-changed-on-january-1-new-tax-law-opportunities htXgLzVu23MecQtGyaRdpN Sat, 10 Jan 2026 10:40:00 +0000 <![CDATA[ Estate Planning Isn't Just for the Ultra-Wealthy ]]> https://www.kiplinger.com/retirement/estate-planning/everyone-needs-an-estate-plan-even-you gYTsHWLwVviNKXET296jZL Fri, 09 Jan 2026 10:40:00 +0000 Fri, 09 Jan 2026 20:23:34 +0000 <![CDATA[ 6 Overlooked Areas That Can Make or Break Your Retirement, From a Retirement Adviser ]]> https://www.kiplinger.com/retirement/retirement-planning/overlooked-areas-that-can-make-or-break-your-retirement BAyf3gJ3YXw8oHoaf2AmSd Sat, 03 Jan 2026 10:35:00 +0000 <![CDATA[ Control vs Protection Quiz: Which Trust Do You Need? ]]> https://www.kiplinger.com/puzzles/quizzes/control-vs-protection-quiz-which-trust-do-you-need xX6a8ZQg7mfMysrBgusY4P Tue, 30 Dec 2025 14:30:00 +0000 <![CDATA[ Domestic vs Offshore Asset Protection Trusts: A Basic Guide From an Attorney ]]> https://www.kiplinger.com/retirement/domestic-vs-offshore-asset-protection-trusts-a-basic-guide FCeKrQDo7vAxDCCbY2aHjD Tue, 30 Dec 2025 10:30:00 +0000 <![CDATA[ Now That You've Built Your Estate Planning Playbook, It's Time to Put It to Work ]]> https://www.kiplinger.com/retirement/estate-planning-playbook-how-it-works QdADm2gxm5Nxhu7WZraeJD Mon, 29 Dec 2025 10:35:00 +0000 <![CDATA[ I'm a Financial Planning Pro: This Is How You Can Stop These 5 Risks From Wrecking Your Retirement ]]> https://www.kiplinger.com/retirement/retirement-planning/stop-these-risks-from-wrecking-your-retirement M3wfCytHoF5nwhXHvCyCfV Sun, 28 Dec 2025 10:35:00 +0000