Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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The Benefits of a Special Needs TrustThis estate-planning tool provides financial security for a loved one who has a disability.
By Ella Vincent
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How to Fairly Compensate the Child Who Steps Up to Care for YouFrom caregiver contracts to unequal inheritances, estate planning experts explain how to reward your most dedicated child without fracturing the family.
By Maurie Backman
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12 Estate Planning Mistakes That Can Cost Your Family ThousandsDon’t make these common estate planning mistakes and your loved ones will thank you.
By Daniel Bortz
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Why the Smartest Retirees Are Handing Out Inheritances NowOlder generations hold $124 trillion in assets. Here is why financial experts say giving your heirs an inheritance early might be the smartest move you can make.
By Donna Fuscaldo
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Give While You Live Or Wait Until Death? Take Our Quiz to Find OutThe Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow.
By Donna Fuscaldo
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No One Wants to Ask Their Aging Parents About Their Finances, But Here's HowUse these tips to help you open the door to conversations about their financial health before it’s too late.
By Kathryn Pomroy
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Why Building a Legal 'Moat' Is the Best Defense Against LawsuitsAsset protection planning places valuable assets out of the reach of potential claimants and creditors, discouraging lawsuits before they get off the ground.
By Jeffrey M. Verdon, Esq.
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Conversations to Have With Aging Parents NowIt's difficult to ask aging parents about financial and medical decisions, and future living arrangements, but it's vital to talk about it while you still can.
By Kelsey M. Simasko, Esq.
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IRS Is Taking a Closer Look at Trusts: What It Means for Estate PlanningTax Law A high-profile tax case is shining a light on how the IRS might view certain estate-planning strategies.
By Kelley R. Taylor
Tax Law
