Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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What a Delaware Statutory Trust Can Do That Your Will Can'tDelaware Statutory Trusts (DSTs) can keep capital gains taxes at bay when your children inherit your property. But you need to handle them smartly.
By Daniel Goodwin
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The Estate Tax Exemption Amount for 2026Estate Tax The estate exemption amount is significantly higher than last year, creating a potentially promising tax year for inheritances and estates.
By Kate Schubel
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No Heirs? Here Are 4 Ways to Spend Your Nest Egg Guilt-FreeNot planning your life around legacy, you're not alone. Why a growing wave of single and child-free retirees are unapologetically putting their own needs first.
By Donna Fuscaldo
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Leave a Legacy to Your Loved Ones and Keep Probate Out of ItPutting the right documents in place for your loved ones now can shield them from the stress and legal hurdles of dealing with your estate later.
By J. Burke "J.B." Howard
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The Biggest Financial Mistake Many Families Are MakingIf you're not talking openly with your adult children about money, you're failing to help build their financial independence.
By Neale Godfrey, Financial Literacy Expert
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A 2026 Tax Playbook for High Earners: Stealth Taxes and WinsThe OBBBA set some "tax traps" that target some of the executive suite's financial perks. Here's how you can dodge those sneaky ambushes.
By Mike Palmer, CFP®
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5 Ways to Pass on the Inheritance Your Kids Need More Than MoneyWisdom can be a far greater gift than money. After all, what good is an inheritance if children don't know the values behind it or have the skills to handle it?
By Feroz Ansari, CFP®
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How to Avoid the Financial Mistakes Described in 'Strangers'One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.
By Sathya Chey Patterson, CFP®, CDFA®, CSRIC®, AIF®
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How to Talk to Your Kids About Your Will: 6 Ways to Skip the AwkwardnessIt can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
By Jacob Wolinsky
