Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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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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16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
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Where There's a Will, There's a Way Your Assets Will Be Distributed as You Wish
Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected beneficiaries. Without a will, state laws determine who gets your assets.
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Five Things I Wish I'd Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
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The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions.
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
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What Is a Good Inheritance? Six of the Best Assets to Pass Down
inheritance Your heirs will thank you for leaving any of these six assets as an inheritance.
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