Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Washington Slashes Estate Tax: Why Your Inheritance Still Isn't Safe
Estate Taxes State lawmakers are rolling back record-high death taxes, but a new millionaire tax on top earners is waiting in the wings.
By Kate Schubel
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Why Business Owners Need Combined Estate and Succession Plans
Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
By Keith Berk
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Will Environmental Hazards Make a Mess of Your Estate Plan?
Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.
By Rick Kubler
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Are You Too Busy to Spare Your Heirs Stress and Heartache?
The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.
By H. Dennis Beaver, Esq.
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Why High-Net-Worth Families Need a Financial Quarterback
High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
By Peter Newman, CFA
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Death and Taxes: A Famous Quotes Quiz to Take a Break From Tax Season
Quiz If you're "dead" tired of tax season, we have just the solution.
By Kate Schubel
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The Simple Legal Document Parents Need to Protect Their Kids
When parents are absent, caregivers may not be able to make emergency decisions for a child without a Delegation of Parental Authority. Here's how to set it up.
By Patrick M. Simasko, J.D.
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5 Myths Keeping You From Getting Rid of Your Stuff
real estate Don’t let these common but misguided notions derail your goal to declutter and lighten up.
By Patricia Mertz Esswein
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6 Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
By Donna LeValley
