Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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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
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The $100K Inheritance Blueprint: Where to Put Your Money FirstYou don't need a million dollars to transform your finances and set yourself up for retirement.
By Kathryn Pomroy
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6 Essential Estate Planning Documents to Prepare NowThese core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out.
By Carole Laible
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How to Maximize a Late-in-Life InheritanceReceiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories.
By Maurie Backman
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Ask the Tax Editor: Questions on Estate TaxesAsk the Editor Joy Taylor answers questions from readers on federal and state estate taxes.
By Joy Taylor
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16 Retirement Mistakes You Will Regret ForeverFrom saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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5 Estate Planning Errors That Can Impact Generational WealthSuccessfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.
By Mark B. Murphy, CLU®, ChFC®
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The Danger of the Word ‘Permanent’ in Estate PlanningHigher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.
By Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®
