Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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How to Protect Your Assets From Long-Term Care CostsA revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.
By Evan H. Farr, CELA
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What Happens When You Inherit a House — With Your SiblingsInheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.
By Choncé Maddox
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From Buffett to Beyoncé: What Celebrities Say About InheritanceSee what Warren Buffett, Shaq, Jay-Z and Beyonce, Dave Ramsey and Suze Orman have to say about passing down wealth.
By Karee Venema
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The Great Junk Transfer: Why Heirs Want Meaning, Not More StuffLoved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings.
By Donna LeValley
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It's Time to Check and Update Your BeneficiariesOutdated beneficiary designations can disrupt your estate plan. Learn which accounts to review, when to update beneficiaries and why it matters.
By Choncé Maddox
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Is a Living Trust the Right Move for Your Estate Plan?A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
By Adam Shell
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The Most Tax-Efficient Ways to Leave Investments to Your ChildrenPlanning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.
By Jeff Reeves
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Stepping Up as Trustee: Your Complete Guide to the RoleBeing named the trustee of an estate is a profound honor — and a major responsibility. From securing assets to navigating family dynamics, here is how to do a good job.
By Donna LeValley
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Choosing Your Trustee: These Are the Common OptionsA friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.
By Denise McClain, JD, CPA
