Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Quiz: Test Your Knowledge of Gray Divorce, Annulments and the Ted Lasso Effect on Retirement Planning
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the financial implications of gray divorce, a positive mindset for retirement planning and a widow's annulment after she was scammed.
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Want to Move to Italy? What to Consider Financially
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits.
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I'm a Financial Planner: These Three Things Are Missing From Almost Every Financial 'Plan' I See
A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.
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Quiz: Test Your Knowledge of the OBBB, Wealth Transfer and Early Retirement
Quiz The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement questions.
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Choose a Beneficiary for Your Estate Plan: It's Not 'Duck, Duck, Goose'
Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid.
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Optimize, Grow, Retain: The Power of Annual Client Reviews
Financial advisers can use annual reviews to help enhance client outcomes, strengthen relationships and build their practice.
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Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms
Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help avoid these issues. Here's how.
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This Is How Life Insurance Can Fund Your Dreams Now
Beyond a death benefit, life insurance can provide significant financial value and flexibility through 'living benefits' while you are still alive, helping with expenses like education, business ventures or retirement.
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Potential Trouble for Retirees: A Wealth Adviser's Guide to the OBBB's Impact on Retirement
While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expenditures.
