Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Why Unmarried Same-Sex Couples Need an Estate Plan
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital.
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Ten Retirement Tax Plan Moves to Make Before December 31
Retirement Taxes Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
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Your Estate Plan Isn't Complete Until You've Done These Steps
Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan is effectively carried out.
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Estate Planning for Millionaires: Teamwork, Trusts and Taxes
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
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What You Learn Becoming Your Mother's Financial Caregiver
Writer and certified financial planner Beth Pinsker talks to Kiplinger about caring for her mother and her new book.
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I want to help pay for my grandkids' college. Should I make a lump-sum 529 plan contribution or spread funds out evenly through the years?
We asked a college savings professional and a financial planning expert for their advice.
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Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
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10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.
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Five Estate Planning Pitfalls and How to Avoid Them
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance.
