Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Does Your Retirement Plan Ignore Half of Your Net Worth?
Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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We Will Inherit $3 Million: Can We Retire Now?
We're 60 with $550K saved. We know we'll inherit when my elderly father passes away. Can we retire now, even though we can't technically afford it?
By Maurie Backman
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Best States for Trusts: How to Choose a 'Trust-Worthy' One
To minimize taxes, protect assets and give you and your beneficiaries greater control, eight states stand above the rest when it comes to trust laws.
By Martin Baker, CFP®, CEPA®
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Is There an Ideal Age for Your Children to Inherit?
As many people live longer, inheritances have shifted from life-changing events to late-in-life supplements. The timing of an inheritance is crucial.
By Ronald “Skip” Skolnik
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This Year
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
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Washington Slashes Estate Tax: Why Your Inheritance Still Isn't Safe
Estate Taxes State lawmakers are rolling back record-high death taxes, but a new millionaire tax on top earners is waiting in the wings.
By Kate Schubel
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Why Business Owners Need Combined Estate and Succession Plans
Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
By Keith Berk
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Will Environmental Hazards Make a Mess of Your Estate Plan?
Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.
By Rick Kubler
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Are You Too Busy to Spare Your Heirs Stress and Heartache?
The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.
By H. Dennis Beaver, Esq.
