Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Entrepreneurs are Missing This Wealth-Building OpportunityBusiness owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
By Bill Baynard
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Does Your Estate Plan Have a Context Gap?Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.
By Teresa Green
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2 Awkward Talks to Have With Your Kids Before They're 18The teenage years are tricky for kids and parents, but they're the right time to start talking openly about money and what you'd do in a medical emergency.
By Stephen B. Dunbar III, JD, CLU
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Ask the Tax Editor: Tax Basis in Inherited PropertyAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on inherited property: gold, stock, real estate, including the tax basis at death.
By Joy Taylor
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10 Things You Should Leave Out of Your Will, According to ExpertsAre you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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Legacy Planning for Moms: How to Protect Your Family From ChaosOrganizing your financial, digital and legal affairs and talking openly about your final wishes is one of the most loving gifts you can give your family.
By Stacy Francis, CFP®, CDFA®, CES™
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Do You Know the Pros and Cons of Annuities? Test Your Knowledge With Our QuizQuiz The financial professionals who contribute to Kiplinger's Adviser Intel regularly write about annuities.
By Joyce Lamb
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How to Master the Art of Family Business SuccessionYou might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
By Mike Moore
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Financial What-Ifs You Need to Discuss While the Going's GoodLife events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.
By Karen B. McIntyre, CFP®
