Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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The Simple Legal Document Parents Need to Protect Their Kids
When parents are absent, caregivers may not be able to make emergency decisions for a child without a Delegation of Parental Authority. Here's how to set it up.
By Patrick M. Simasko, J.D.
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5 Myths Keeping You From Getting Rid of Your Stuff
real estate Don’t let these common but misguided notions derail your goal to declutter and lighten up.
By Patricia Mertz Esswein
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6 Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how.
By Donna LeValley
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5 Estate Planning Things You Need to Do Now
Completing these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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Can You Afford Retirement in Greece? 3 Tax Benefits Make It Possible
Retirement Taxes Affordable luxury in the Mediterranean may be closer than you think. Here's how.
By Kate Schubel
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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The Beneficiary Rules Most Families Have Never Heard Of
Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.
By Eric W. Bond
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5 Simple Steps to Financial Power for Every Woman
Despite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that help secure our financial independence.
By Nicole Romito, CFP®, CDFA™
