Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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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.
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Retiring Without Heirs: 4 Ways to Protect Your Wealth and Spend It Your Way
Are you a solo ager? Here's what you can do with your nest egg.
By Donna Fuscaldo
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Should I sell my silverware and gold jewelry now that prices are high?
My family silver and gold have sentimental value, but I hardly use them. Should I sell? We asked a professional metals dealer and investment adviser to weigh in.
By Maurie Backman
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How to Position Investments to Minimize Taxes for Your Heirs
To minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.
By Christopher Budd
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Reduce Stress With a Layered Approach for Your Retirement Money
To be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process. Here's how.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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4 Estate Planning Documents Every High-Net-Worth Family Needs
The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.
By Howard A. Enders
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Love and Legacy: What Couples Rarely Talk About (But Should)
Couples who talk openly about finances, including estate planning, are more likely to head into retirement joyfully. How can you get the conversation going?
By Lawrence Sprung, CFP®, CEPA®
