Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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This Is the Retirement Phase Nobody Talks About
What you do in the five years before retirement and the first 10 afterward can establish how comfortable you'll be for the rest of your life.
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Why Wills and Trusts Aren't Enough in the Great Wealth Transfer
Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes.
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I'm 58, divorced, and dating again, but women just seem to care about the size of my bank account.
Does size matter? We ask experts in dating, financial planning and law for advice.
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7 Practical Steps to Kick Off Your 2026 Financial Planning
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future.
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I'm Embarrassed to Ask: What Is a Life Insurance Trust?
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance.
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Pets to Paintings: Little Things Can Cause Big Estate Trouble
Sentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help.
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Why Unmarried Same-Sex Couples Need an Estate Plan
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital.
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10 Retirement Tax Plan Moves to Make Before December 31
Retirement Taxes Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
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Your Estate Plan Isn't Complete Until You've Done These Steps
Congratulations on getting your estate plan in order. Now, you need to communicate the relevant details to ensure your plan is effectively carried out.
