Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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'I'm 74 and Don't Trust My Kids With My Dog'What happens to your dog if your kids won't take her after you pass? Here is a step-by-step guide to securing a trusted caregiver and funding a pet trust.
By Donna Fuscaldo
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Your Retirement Planning Scorecard: 5 Key Areas to MonitorJust like a good coach looks beyond the scoreboard to prepare for the next game, successful retirement planning requires regular evaluation.
By Jeffrey V. Covert, CFP®, CPA
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Inherited $1 Million in the Great Wealth Transfer? Here’s What to Do FirstBefore you splurge, learn where to park your cash, the rules for inherited IRAs and 401(k)s and how to avoid costly tax mistakes on a $1 million windfall.
By Donna Fuscaldo
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5 Steps to Prevent an Inheritance From Fracturing Your FamilyConflict among adult children over their parents' estate is all too common — and Mom and Dad’s worst nightmare. Here's how to ensure the kids won’t fight after you’re gone.
By Diane Harris
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17 States With Scary Estate and Inheritance TaxesEstate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
By Sandra Block
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Keep Your Kids From Falling Into the Early Inheritance TrapGiving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.
By Jacob Schroeder
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Wills vs Trusts: How to Decide What's Right for Your FamilyDoes your estate plan need a will, a trust or both? Understanding how these tools work, and what your family needs, will help you make the right choice.
By Shelby Anderson, J.D., CEPA®
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Inheriting Investments: Why Stocks Can Wreck Estate PlansWithout explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.
By Howard A. Enders
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You Asked, We Answered: How to Talk Inheritance With Your KidsIn this panel conversation, Kiplinger editors talk to experts about the Great Wealth Transfer and answer questions on how to discuss inheritance with your family.
By Alexandra Svokos
