Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Why Leaving an Equal Inheritance to Your Children Could BackfireAlthough equal splits look fair on paper, they can ignore lifetime gifts, different needs or hard-to-divide assets and leave siblings fighting long after you’re gone.
By Kathryn Pomroy
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The Millionaire’s Guide to Estate Planning in 2026Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
By Deborah Yao
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Why Unequal Caregiving Shatters Family InheritancesAn even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.
By Pam Krueger
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The Insurance Policies Your Executor Needs to Know AboutOne of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.
By Rachael Green
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Why Social Media Estate Planning Advice Is RiskyEstate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.
By Patrick M. Simasko, J.D.
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Avoid These Vacation Home Estate Planning MistakesThe family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.
By Denise McClain, JD, CPA
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The Hidden Costs of Inheriting an Investment PortfolioInheriting a portfolio isn't as straightforward as it might seem. Taxes, missed IRA deadlines and high fees can impact how much you'll receive.
By Coryanne Hicks
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What Happens to Your Savings Account When You Die?Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.
By Sean Jackson
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The Expert Guide to a Tax-Free InheritancePassing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
By Maurie Backman
