Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How to Access Your Parents’ Medicare to Help them Enroll and Manage Their Care
Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated.
By Donna LeValley Published
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What is the Gift Tax Exclusion for 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
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Serious Medical Diagnosis? Four Financial Steps to Take
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes.
By Thomas C. West, CLU®, ChFC®, AIF® Published
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Five Trusts You Need to Know About and the Best Time to Use Them
You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
By Donna LeValley Published
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Before You Remarry: 10 Important Things to Consider
Remarry carefully, because love gets complicated the second time around.
By Jennifer Waters Published
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5 Retirement Tips to Help Women Take Control of Their Future
It's a mistake to let someone else make all your financial decisions. You can take control of your finances by reviewing the basics of a good retirement plan.
By Stacia Williams, Investment Adviser Representative Last updated
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Married? Five Ways to Ensure Your Estate Plans Work in Tandem
Getting on the same page now means fewer potential problems when it counts.
By Kiplinger Advisor Collective Published
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Easing the Challenges of Caring for Aging Parents
Here are some strategies that can help reduce the effort and stress involved.
By Mario Hernandez Published
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Financial Steps After a Loved One's Alzheimer's Diagnosis
It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions.
By Thomas C. West, CLU®, ChFC®, AIF® Published