Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
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'Smart' Estate Planning Can Cause Problems: Unraveling Myths
Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things up for your heirs.
By Daniel E. Stickel
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3 Steps to See You and Your Heirs Through a Wealth Transfer
Both givers and receivers need to be seriously strategic about communicating, understanding tax efficiency and leveraging smart money moves.
By John Vandergriff
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Pass the Turkey, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to let your family members know the details of your estate plan. Here's how you could get the conversation started.
By Michael J. Faust, CFA
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Unwrapping Your Estate Plan for Your Kids: The Best Gift
The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Financial Topics You Can Safely Discuss at Thanksgiving
Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
By Donna LeValley
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The Private Annuity Sale: A Smart Way to Reduce Estate Taxes
In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity.
By Jeffrey M. Verdon, Esq.
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This Is the Retirement Phase Nobody Talks About
What you do in the five years before retirement and the first 10 afterward can establish how comfortable you'll be for the rest of your life.
By Kyle Hammerschmidt, Investment Adviser
