Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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Can You Afford Retirement in Greece? 3 Tax Benefits Make It Possible
Retirement Taxes Affordable luxury in the Mediterranean may be closer than you think. Here's how.
By Kate Schubel
Retirement Taxes -
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
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The Beneficiary Rules Most Families Have Never Heard Of
Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.
By Eric W. Bond
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5 Simple Steps to Financial Power for Every Woman
Despite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that help secure our financial independence.
By Nicole Romito, CFP®, CDFA™
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This Is How a QTIP Trust Protects Your Kids' Inheritance
If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
By Mike Palmer, CFP®
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Who Needs a Trust and Who Doesn't? A Financial Pro Explains
Knowing the differences between a revocable trust and an irrevocable trust can help you decide if you need one and, if you do, which kind.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Decluttering and Selling Your Stuff? What to Know About Taxes
Clearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.
By David Jaeger, CFP®
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Special Needs Planning: A Road Map for Long-Term Security
When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
By Mindy Neira, CFP®, ChSNC®
