Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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6 Financial Moves to Make Before the End of the YearWhy wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
By Matt Marinovich, CFP®
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How Friends Can Co-Own a Vacation HomeSet it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg.
By Maurie Backman
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Downsides of a Big IRA: Big Taxes for Your Spouse and KidsIf you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.
By Ethan M. West, CPA
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Is Your Family Office Losing Money? How to Track ItBuilding a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution.
By Michael W. Sonnenfeldt
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Which Trust Type Saves Your Kids The Most Money?Inheritance Tax If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.
By Kate Schubel
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How to Talk to Your Kids About Your Will: 6 Ways to Skip the AwkwardnessIt can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
By Jacob Wolinsky
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Is Your Will 'Fair'? Estate Planning Is About More Than MoneyDividing assets equally can still trigger family drama. Here’s how to navigate tax traps, emotional heirlooms, and blended families so your heirs feel loved — not cheated.
By Maurie Backman
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5 Things I Wish I'd Known Before I RetiredNot only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
By Pam Krueger
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How a QTIP Trust Can Protect a Married Couple's EstateHow can married couples ensure non-taxable estates pass as intended and are protected from unwanted claims down the line? A QTIP trust can provide the answer.
By Jeffrey M. Verdon, Esq.
