Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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A Financial Planner Answers 10 Common Gift Tax Questions
taxes Generous gifts can have tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
By David Jaeger, CFP®
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16 Retirement Mistakes You Will Regret Forever
From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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When Estate Plans Don't Include Tax Plans, All Bets Are Off
Estate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when the two strategies are aligned.
By Paul Buckle, CPA, CFP®
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My wife wants to use our $6.1 million for charity — I want a lake house.
We are 62 and finally retired after decades of hard work. I see the lakehouse as an investment in our happiness.
By Maurie Backman
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Why Charitable Remainder Trusts Team With Donor-Advised Funds
If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
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The Illinois 'Cliff Tax': How a Single Dollar Can Push You Over
Illinois' estate tax "threshold" (rather than "exemption") can surprise families, but proactive planning can help preserve more for heirs and charitable causes.
By Scott Tucker, Investment Adviser Representative
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I'm 58 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.
By Maurie Backman
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Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
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Trusts for Children: Should You Name Your Spouse as Trustee?
Naming your spouse as trustee can provide invaluable familial insight and continuity, but you should carefully weigh those benefits against potential risks.
By Marguerite Weese, JD, LL.M.
