Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How the IRS Values (and Audits) an Inherited HomeInheritances Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.
By Kate Schubel
Inheritances -
How to Keep an Inheritance From Tearing You and Your Siblings ApartInheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.
By Sean Jackson
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Is It Wrong to Ask My Retired Mom for Financial Help?You're stretched thin, and she has millions. This week's Wealth Wise advice column asks experts how to handle the financial and emotional rules of taking money from your parents.
By Maurie Backman
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Essential Financial To-Dos for 11 of Life’s Big MilestonesSome milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.
By Mary Ware, CFP®, CIMA®, CDFA®
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Sitting on Large Capital Gains? This Trust Offers a Way OutA charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.
By Klaus Gottlieb, Esq.
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Why Leaving an Equal Inheritance to Your Children Could BackfireAlthough equal splits look fair on paper, they can ignore lifetime gifts, different needs or hard-to-divide assets and leave siblings fighting long after you’re gone.
By Kathryn Pomroy
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The Millionaire’s Guide to Estate Planning in 2026Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
By Deborah Yao
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Why Unequal Caregiving Shatters Family InheritancesAn even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.
By Pam Krueger
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The Insurance Policies Your Executor Needs to Know AboutOne of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.
By Rachael Green
