Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized.
By Mark R. Parthemer, JD, AEP, ACTEC Fellow Published
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An Expert's Guide to the Estate Planning Documents Everyone Needs
Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.
By Leslie Gillin Bohner Published
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Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser
In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family.
By Mindy Neira, CFP®, ChSNC® Published
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Markets Are Volatile: Here's How Your Estate Can Benefit
Your estate can benefit when markets are volatile using some creative strategies. Here's how.
By Donna Fuscaldo Last updated
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What Will They Remember About You? It's Not Just About Your Money
Once you retire is the prime time to ensure you leave a meaningful legacy, personally and financially. This financial planner suggests five steps to build a bridge between who you are and how you'll be remembered.
By Kenneth Connally, CFP®, CMT®, CIMA®, MBA Published
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Simple Ways to Make Your Executor's Job Less of a Pain
Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts.
By Daniel E. Stickel Published
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Five Divorce Settlement Blind Spots: An Expert's Guide to What You Can't Afford to Miss
Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, so specialist advice is vital from the outset.
By Kara Duckworth, CFP®, CDFA® Published
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Protect Your Social Security with a Retirement Safeguard You've Never Heard Of
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.
By Donna LeValley Last updated
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck Last updated
inheritance