estate planning
Having the Money Talk with Your Parents, with Cameron Huddleston
Having the Money Talk with Your Parents, with Cameron Huddleston
Managing your parents' finances can be a difficult situation. Doing so if you haven't laid down a plan for how to do it is worse.
March 2, 2021
Love and Money with Financial Planner Mari Adam
Love and Money with Financial Planner Mari Adam
Financial planner Mari Adam helps couples work together to have a good relationship with each other – and their finances. Also, some twists for 2020 t…
February 25, 2021
33 States with No Estate Taxes or Inheritance Taxes
33 States with No Estate Taxes or Inheritance Taxes
Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
February 24, 2021
Tax Changes and Key Amounts for the 2020 Tax Year
Tax Changes and Key Amounts for the 2020 Tax Year
There were a lot of tax changes for the 2020 tax year. Get familiar with them now – before you file your 2020 tax return.
February 8, 2021
Estate Planning Checklist: 5 Tasks to Do Now, While You’re Still Well
Estate Planning Checklist: 5 Tasks to Do Now, While You’re Still Well
Being prepared is going to feel great, you’ll see. As you work your way down the list, make sure you communicate your decisions with your loved ones.
February 8, 2021
Subscribe to Kiplinger's Personal Finance
Be a smarter, better informed investor.
18 States With Scary Death Taxes
18 States With Scary Death Taxes
Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
January 24, 2021
Planning for a Non-Traditional Family (Which Is Probably Yours)
Planning for a Non-Traditional Family (Which Is Probably Yours)
Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.
January 12, 2021
Cash Gifts Now Can Help You Avoid the Estate Tax Later
Cash Gifts Now Can Help You Avoid the Estate Tax Later
'Tis the season for giving. So think about taking advantage of the annual gift tax exclusion before the year ends.
December 20, 2020
Estate Planning for ‘Black Sheep’ Beneficiaries
Estate Planning for ‘Black Sheep’ Beneficiaries
Every family has one – or maybe more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. …
December 8, 2020
13 Smart Estate-Planning Moves
13 Smart Estate-Planning Moves
Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
December 7, 2020
How to Help Your Family Wealth Last for Generations
How to Help Your Family Wealth Last for Generations
Creating generational wealth takes careful planning and thoughtful sharing of intentions, plus the right investment vehicle.
November 24, 2020
Joint Trusts or Separate Trusts: Advice for Married Couples
Joint Trusts or Separate Trusts: Advice for Married Couples
Unless you have a specific need for separate trusts, it’s usually best to avoid the headaches they cause and go with a joint trust instead. Here’s why…
November 20, 2020
Should I Start Gifting Money (or Even My House) to My Kids?
Should I Start Gifting Money (or Even My House) to My Kids?
As for giving away your money while you’re still alive to see it go to the ones you love, there are pros and cons to think about. But when it comes to…
November 11, 2020
Making a Gift This Year? Some Key Questions to Consider
Making a Gift This Year? Some Key Questions to Consider
Gifting sounds pretty simple, but there are many ways to do it, and several tax ramifications to be aware of as well.
October 30, 2020
Legacy Planning: Create a Lasting Legacy
Legacy Planning: Create a Lasting Legacy
Estate plans are about more than just who gets what. To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how…
October 30, 2020
Estate Planning During the Pandemic
Estate Planning During the Pandemic
Here’s how to prepare for the worst in this terrible, horrible, no good, very bad year.
October 28, 2020
Estate Tax Exemption Amount Goes Up for 2021
Estate Tax Exemption Amount Goes Up for 2021
As the estate tax exemption amount increases, fewer estates are subject to the federal tax.
October 27, 2020
Once You Create a Living Trust, Don’t Forget to Fund It
Once You Create a Living Trust, Don’t Forget to Fund It
Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust. You have to put them there. Fail…
October 26, 2020
Don’t Let These Too Common Estate Planning Excuses Stand in Your Way
Don’t Let These Too Common Estate Planning Excuses Stand in Your Way
The top reasons why people don’t have an estate plan may sound pretty familiar to you. Here’s what they are, and what’s at stake.
October 16, 2020
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with the election on its way, it could be sooner tha…
October 14, 2020
Retirees' Guide to Giving for the Greatest Impact
Retirees' Guide to Giving for the Greatest Impact
The need for charity is climbing, particularly to combat the rising poverty, hunger and homelessness from the pandemic’s economic fallout. Here's how …
October 7, 2020
Now’s the Time for Estate Tax Planning
Now’s the Time for Estate Tax Planning
There's a wealth of opportunity with IRS interest rates at an all-time low and the federal estate and gift tax exemption at an historic high.
September 18, 2020
A Step-by-Step Guide to Being an Estate Executor
A Step-by-Step Guide to Being an Estate Executor
Whether you’re planning ahead for your own heirs or have been asked to serve as an executor of an estate for someone else, it pays to understand what …
September 17, 2020
5 Unfortunate Estate Planning Myths You Probably Believe
5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to b…
September 17, 2020
Take Charge of Your Portfolios, Ladies
Take Charge of Your Portfolios, Ladies
When it comes to investing, too many women learn the hard way that disengaging is a mistake.
September 14, 2020