Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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3 Tax-Efficient Legacy-Building Strategies for the WealthyIf you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.
By Ashley Terrell, IAR
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The Importance of Coordinating Financial and Estate PlansYour financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.
By Ryan Polimeni
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Millions of People Are Aging Alone: What Living Single Means for Retirement TaxesLiving Single Some core tax strategies look different when you're living single and planning for one.
By Kelley R. Taylor
Living Single -
Should Fully Funded Retirees Invest Like 30-Year-Olds?When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.
By Maurie Backman
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Can Your Heirs Inherit Credit Card Rewards?Your credit card rewards could have real value after you're gone. Find out which points and miles can be passed on to your heirs.
By Paige Cerulli
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How Medicaid Asset Protection Trusts Can Guard Family SavingsMedicaid Asset Protection Trusts can help protect your savings from being drained by long-term care costs, ensuring assets remain available for your family.
By Scott Tucker, Investment Adviser Representative
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The Best Places to Retire in New EnglandThinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
By Stacy Rapacon
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Manage an Inheritance Like a Pro in Just Seven StepsHow you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
By Sandra Block
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How Benjamin Franklin's Simple Money Rules Could Help Lower Your 2026 TaxesIncome Tax Start your midyear tax planning with these simple, timeless money rules.
By Kate Schubel
Income Tax
