<![CDATA[ Latest from Kiplinger in Estate-planning ]]> https://www.kiplinger.com/retirement/estate-planning Tue, 19 May 2026 09:35:00 +0000 en <![CDATA[ The 75% Safety Net: How All-Asset Retirement Planning Helps Reduce Your Investment Risks ]]> https://www.kiplinger.com/retirement/retirement-planning/how-an-all-asset-retirement-plan-reduces-investment-risks HxnJdoMPLLkVszpiR64EA8 Tue, 19 May 2026 09:35:00 +0000 <![CDATA[ Wealth Wise: Should We Borrow Money From Our Elderly Father? ]]> https://www.kiplinger.com/retirement/retirement-planning/can-we-borrow-from-our-elderly-father-without-telling-him GAREfhMfDaVXqApszQPys6 Sun, 17 May 2026 10:05:00 +0000 Tue, 19 May 2026 13:29:26 +0000 <![CDATA[ 5 Ways the OBBBA Rewards the Midwestern Millionaire: You Won't Want to Ignore These Tax Planning Opportunities ]]> https://www.kiplinger.com/taxes/tax-planning/how-the-obbba-rewards-diligent-savers-and-millionaires 8Yiq5YPyYipvprynwvdRGW Wed, 13 May 2026 09:40:00 +0000 <![CDATA[ 5 Do's and Don'ts for a Successful First Meeting With Your Financial Adviser ]]> https://www.kiplinger.com/retirement/retirement-planning/tips-for-the-first-meeting-with-your-financial-adviser uFSoD3rXsNK4Dc4JpcFLw5 Tue, 12 May 2026 09:35:00 +0000 <![CDATA[ 3 Things That the Ultra-Rich Do to Protect Their Wealth That You Can Do, Too ]]> https://www.kiplinger.com/retirement/estate-planning/how-the-ultra-rich-protect-wealth 4A92hjH4BGXGZCmhzt2CvW Mon, 11 May 2026 09:40:00 +0000 <![CDATA[ My Beloved Husband Has Early-Stage Dementia. He Is 'Doing Well,' but How Do I Protect Our $1.6 Million Savings Right Now? ]]> https://www.kiplinger.com/retirement/retirement-planning/my-beloved-husband-has-early-stage-dementia-he-is-doing-well-but-how-do-i-protect-our-usd1-6-million-savings-right-now SwPj43djCjk48cJZbr9gsX Sun, 10 May 2026 10:05:00 +0000 <![CDATA[ I'm a Financial Adviser: Are You a Woman Who Sees Financial Planning as Another Job You Don't Have Time For? You'll Regret That ]]> https://www.kiplinger.com/retirement/retirement-planning/woman-with-no-time-time-for-financial-planning-dont-regret-that 7ebxNrH7gg3fNoSy9xsyMh Sun, 10 May 2026 09:30:00 +0000 <![CDATA[ Give More But Pay Less: An Essential Guide to Tax-Smart Charitable Giving in 2026 ]]> https://www.kiplinger.com/personal-finance/charity/an-essential-guide-to-tax-smart-charitable-giving RNZickb9PE4zkJ9SkHNDjR Tue, 05 May 2026 09:45:00 +0000 <![CDATA[ We Want to Give Our Daughter $200K for a Home. We Already Paid for Her Wedding, and Our Sons Say We Are Being Unfair. ]]> https://www.kiplinger.com/retirement/we-want-to-give-our-daughter-usd200k-for-a-home-we-already-paid-for-her-wedding MB3nsa2xFK67caw3wEjQ3F Sun, 03 May 2026 10:05:00 +0000 <![CDATA[ How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy Quiz ]]> https://www.kiplinger.com/puzzles/quizzes/how-smart-is-your-gifting-strategy-a-grandparents-legacy-quiz GNf6UhSky7Bd5Df9QiiGN4 Wed, 29 Apr 2026 17:00:00 +0000 <![CDATA[ We Are 65 With $2.6 Million. One of Our Two Daughters Struggles Financially. Is It Fair if We Only Help Her? ]]> https://www.kiplinger.com/retirement/retirement-planning/we-are-65-with-usd2-6-million-one-of-our-two-daughters-struggles-financially-is-it-fair-if-we-help-her-and-not-the-other g95sAiDxpZnsVSBeVXc6CX Sun, 26 Apr 2026 10:05:00 +0000 Mon, 27 Apr 2026 20:10:52 +0000 <![CDATA[ Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground ]]> https://www.kiplinger.com/investing/wealth-management/bridging-the-millennial-boomer-gap-in-financial-attitudes 7kGZZ7Gqhv6TAL5Cta4AJe Sun, 26 Apr 2026 09:35:00 +0000 <![CDATA[ I'm 74 With a Beloved Dog, But I Don't Trust My Adult Kids to Care for My 'Third Child' If I Die. What Should I Do? ]]> https://www.kiplinger.com/retirement/estate-planning/im-74-with-a-beloved-dog-i-dont-trust-my-adult-kids-to-care-for-my-third-child-if-i-die c6J7VfxS633QmneanYNcc9 Tue, 21 Apr 2026 10:05:00 +0000 <![CDATA[ From 'Maximizers' to 'The Last Check Should Bounce' Club: Why Finding Your Legacy Tribe Will Help You Map Out Your Estate Plan ]]> https://www.kiplinger.com/retirement/estate-planning/map-out-your-estate-plan-finding-your-legacy-tribe-will-help u4jPBs9gLFqg7rupfGt8R9 Tue, 21 Apr 2026 09:35:00 +0000 Wed, 29 Apr 2026 19:11:58 +0000 <![CDATA[ We've Survived Bladder Cancer, But Live With the Effects of Surgery. Tough Love Isn't What We Need ]]> https://www.kiplinger.com/retirement/estate-planning/weve-survived-bladder-cancer-but-live-with-the-effects-of-surgery hyEjBetGJ7YYon9w3MjrfT Tue, 21 Apr 2026 09:30:00 +0000 <![CDATA[ We're 68 With $6.8 million. I Give Our 'Kids' $1K a Month, Though They Earn a Good Living. My Husband Wants Me to Stop. ]]> https://www.kiplinger.com/retirement/retirement-planning/were-68-with-usd6-8-million-i-give-our-kids-usd1k-a-month-though-they-earn-a-good-living-my-husband-wants-me-to-stop UBkZnWaHhLHoVD8RdNu9KE Wed, 15 Apr 2026 10:05:00 +0000 Wed, 29 Apr 2026 20:22:37 +0000 <![CDATA[ Financial Success Is No Longer Only About Returns: Protection Is the New Performance Measure ]]> https://www.kiplinger.com/retirement/estate-planning/financial-success-is-no-longer-only-about-returns pqXCpYdLEuwpTsS5FSDi6k Wed, 15 Apr 2026 09:35:00 +0000 <![CDATA[ Estate Planning Quiz: Are You Making These 10 Common Errors? ]]> https://www.kiplinger.com/puzzles/quizzes/estate-planning-quiz-are-you-making-these-10-common-errors a2PLnC5hzXsA8xx9u6GiAc Tue, 14 Apr 2026 18:20:35 +0000 <![CDATA[ We're 75 With $3.2 Million. Our Grandchild Needs Help Paying for College, but It's Not Our Fault She Picked a School That's $90k a Year! ]]> https://www.kiplinger.com/retirement/retirement-planning/were-75-with-usd3-2-million-our-grandchild-needs-help-paying-for-college-but-its-not-our-fault-she-picked-a-school-thats-usd90k-a-year W8jB7xzELkBdGPXafFND2G Sun, 12 Apr 2026 10:05:00 +0000 <![CDATA[ Forget 'Trust Reveal' Parties: This Is How to Successfully Transfer Wealth ]]> https://www.kiplinger.com/retirement/estate-planning/forget-trust-reveals-how-to-successfully-transfer-wealth FWc2jzFajqNsEkqd5U2DgZ Sat, 11 Apr 2026 09:35:00 +0000 <![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 Wed, 29 Apr 2026 18:23:39 +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 Wed, 29 Apr 2026 20:24:27 +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 Thu, 14 May 2026 13:54:58 +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