Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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3 Life Events That Should Trigger an Estate Plan ReviewMajor life changes can make your estate plan outdated fast. Here are the three instances that should spur an update right away.
By Howard A. Enders
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Estate Planning Checklist: 13 Smart MovesFollow this estate planning checklist to hold on to more of your hard-earned money for both you (and your heirs).
By Janet Kidd Stewart
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8 Rules for Choosing the Right Financial AdviserNot all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy.
By Laura Gariepy
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Do You Know How Working in Retirement Affects Your Benefits?Quiz How much do you know about the impact on Social Security, taxes and healthcare when you work past retirement age or decide to "unretire"?
By Charlotte Gorbold
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Whole Life Insurance: Stealth Retirement Tool or Waste of Money?It may seem like everyone wants to sell you a whole life insurance policy. Is it worth it as a retirement savings hack?
By Maurie Backman
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How Roth Conversions Can Help Your Family Avoid an IRA Tax TrapYour spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
By Craig Kirsner, Investment Adviser Representative
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The 3 Pillars You Need Before You Build Your Estate PlanEffective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're able to leave a lasting legacy.
By John Vandergriff
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Entrepreneurs are Missing This Wealth-Building OpportunityBusiness owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
By Bill Baynard
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Does Your Estate Plan Have a Context Gap?Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.
By Teresa Green
