Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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I retired at 65 with $7.8 million and feel like I over-saved. My 40-something son is on the same path. Should I tell him to reconsider?
We ask financial experts for advice.
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How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
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Retiring Without Heirs: Four Options For Your Estate
Just because you don’t have anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die.
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Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too.
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Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
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How Family Offices Can Build Resilience in a Volatile World
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.
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What is the Gift Tax Exclusion for 2025 and 2026?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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What’s the New 2026 Estate Tax Exemption Amount?
Estate Tax The IRS just increased the exemption as we enter into a promising tax year for estates and inheritances.
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