Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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10 Reasons to Leave Your Heirs a Roth IRAIncluding a Roth IRA in your estate plan can secure a tax-free legacy for your family. But even a small error could leave your heirs with a big tax burden.
By Kathryn Pomroy
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How to Prepare Heirs for Family Wealth TransferFamilies should prepare heirs not just to receive assets, but to take on the knowledge, decisions and responsibilities that come with them.
By Allison K. Pfeifle, Esq.
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Why Adult Children Choose EstrangementMillions of parents are being cut off by their grown children. Experts explain what went wrong — and the only realistic path back.
By Alina Tugend
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Could an Incentive Trust Help Your Child Find Their Way?An carefully structured incentive trust can encourage adult children to be more responsible by only distributing an inheritance when they reach specific goals.
By Klaus Gottlieb, Esq.
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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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The Cost of Dying: Burial and Cremation Prices by StateAs traditional burials price out millions, cremation has become America's default. Here is where the money actually goes.
By Donna LeValley
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How Much Tax You Pay on an Inherited IRA: 4 Rules That MatterTax Law Two beneficiaries can inherit similar balances and end up with very different tax bills.
By Kelley R. Taylor
Tax Law -
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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How Avoiding Probate Can Derail Your Estate PlanStrategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
By Patrick M. Simasko, J.D.
