Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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These Habits Could Reveal Your Risk of Cognitive Decline
There's no reliable tool for predicting your risk of cognitive decline, but new research suggests one area of everyday behavior might contain early warning signs.
By Christy Bieber Published
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Unlock Your Home Equity: Why Ending Capital Gains on Home Sales Would Be a Game Changer for Retirees
Many retirees who would like to sell their homes and downsize can't because of the tax hit. Ending capital gains on home sales would change all that.
By Donna LeValley Published
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Sibling Bonds May Wax and Wane: Here's How To Safeguard Them
Sibling Bonds May Wax and Wane: Here's How To Safeguard Them
By Alina Tugend Published
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How to Tell Your Own Story
Your life told well could be the best gift you can leave.
By James R. Hagerty Published
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What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions
Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes.
By Martin Baker, CFP®, CEPA® Published
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Seven Financial Considerations When Downsizing for Retirement
With prices going up on everything, you may be looking for a cheaper place to live. To truly evaluate costs, take a hard look at taxes and intangibles.
By Evan T. Beach, CFP®, AWMA® Published
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig Last updated
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck Last updated
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block Last updated