Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
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Where There's a Will, There's a Way Your Assets Will Be Distributed as You Wish
Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected beneficiaries. Without a will, state laws determine who gets your assets.
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Five Things I Wish I'd Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
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The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions.
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving 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.
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
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Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to end up there.
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Want to Move to Portugal? What to Consider Financially
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical.
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Quiz: Do You Know Annuities? What About Recent Student Loan Changes and Boomer Retirement Challenges?
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about myths about annuities, Boomers' retirement reality check and OBBB changes to federal student loans.
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