Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Will Millennials' Money Attitude Put Family Wealth at Stake?Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?
By Valerie Wong Fountain, CFA®
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9 Things You'll Regret Keeping in a Safe Deposit BoxSafe Storage Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
By Bob Niedt
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If You're the Millionaire Next Door, You May Be a Terrible SpenderGood job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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16 Retirement Mistakes You Will Regret ForeverFrom saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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Gift Like Buffet: Three Financial Gifts for Your Kids and GrandkidsWarren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
By Donna LeValley
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I'm 74 and Don't Want My Beloved Dog to Go to My Adult KidsWe asked estate planners how to protect his one-year-old dog when his heirs aren't up to the task.
By Donna Fuscaldo
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Want to Map Out an Estate Plan? Find Your 'Legacy Tribe' FirstBefore you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.
By Feroz Ansari, CFP®
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We've Survived Bladder Cancer. Tough Love Isn't What We NeedBladder cancer survivors and a therapist share the realities of living with a stoma and how relatives can support loved ones as they rebuild their identity.
By H. Dennis Beaver, Esq.
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7 Things You Should Never Leave to Your Kids or GrandkidsLeaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck
