Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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The Biggest Financial Mistake Many Families Are MakingIf you're not talking openly with your adult children about money, you're failing to help build their financial independence.
By Neale Godfrey, Financial Literacy Expert
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A 2026 Tax Playbook for High Earners: Stealth Taxes and WinsThe OBBBA set some "tax traps" that target some of the executive suite's financial perks. Here's how you can dodge those sneaky ambushes.
By Mike Palmer, CFP®
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5 Ways to Pass on the Inheritance Your Kids Need More Than MoneyWisdom can be a far greater gift than money. After all, what good is an inheritance if children don't know the values behind it or have the skills to handle it?
By Feroz Ansari, CFP®
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How to Avoid the Financial Mistakes Described in 'Strangers'One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.
By Sathya Chey Patterson, CFP®, CDFA®, CSRIC®, AIF®
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How to Talk to Your Kids About Your Will: 6 Ways to Skip the AwkwardnessIt can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
By Jacob Wolinsky
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Revocable vs Irrevocable Trusts for Estate PlanningWith the threat of the estate tax sunset officially resolved, picking a trust is now a choice between long-term asset protection and tax-free basis step-ups.
By Ellen B. Kennedy
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3 Tax-Efficient Legacy-Building Strategies for the WealthyIf you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.
By Ashley Terrell, IAR
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The Importance of Coordinating Financial and Estate PlansYour financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.
By Ryan Polimeni
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Millions of People Are Aging Alone: What Living Single Means for Retirement TaxesLiving Single Some core tax strategies look different when you're living single and planning for one.
By Kelley R. Taylor
Living Single
