Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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3 Estate Planning Strategies That Thrive in Volatile MarketsDiscover how GRATs, Roth conversions, and gifting enable you to capitalize on market volatility and transfer wealth to heirs tax-free.
By Donna Fuscaldo
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Being an Executor is a Thankless Job: Do It Well AnywayYou can be a "good" executor of an estate, even though carrying out someone's final wishes can be challenging. Here are seven steps to follow.
By Adam Shell
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Beyond 401(k)s: How Millennials Are Ditching Gen X Retirement Strategies. Will It Pay Off?Sorry, Gen X, when it comes to saving for retirement, the younger generation views it differently.
By Donna Fuscaldo
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Lessons From Dorinda Medley's Sudden Financial ResponsibilityWhen "The Real Housewives of New York" star's husband passed away, Medley found herself in charge of overwhelming financial details. How can you avoid that?
By Heather Zack, JD, LLM, MSFP, CAP®
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10 Things to Know About Estate PlanningEstate planning is all about taking charge of your legacy.
By David Rodeck
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The Basics of Estate PlanningIf you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block
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10 Ways to Strengthen Your Retirement Plan TodayTaking action in areas like tax efficiency and estate organization can help you secure your future while also allowing you the freedom to enjoy your savings.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Estate Planning for Singles: 10 Things to KnowHere's how to navigate estate planning as a single person.
By David Rodeck
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Estate Tax vs Inheritance Tax: Who Actually Pays the Bill?Tax Planning Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.
By Chrissy Paradis
Tax Planning
