Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Avoid Leaving Chaos in Your Wake: Keep an Updated Estate Plan
An outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide highlights what to update and when.
By Leslie Gillin Bohner
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Why I Became an Advocate for Fee-Only Financial Advice
Can financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing track was the clear choice.
By David Bromelkamp
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This Versatile Account Should Be in Your Retirement Plan
The Swiss Army knife of accounts can help provide tax-free income in retirement. "Be Prepared."
By Maurie Backman
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10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years. But if passed down incorrectly, your heirs won’t reap the full benefits.
By Kathryn Pomroy
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Protect Your Family's Future: Avoid These 12 Common Estate Planning Mistakes
If you've avoided the most common estate planning mistakes, your family will thank you.
By Daniel Bortz
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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.
By Sandra Block
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Estate Plan Details to Discuss (And What to Keep Private)
Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't like to talk about money. What to do?
By Phillip Reed, JD, CAPP™
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7 Ways to Kick Off an Estate Planning Talk With Your Parents
It can be hard for aging parents to discuss estate plans — and for adult kids to broach the topic. Here are seven questions to get the conversation started
By Dr. Kim Hall, CFP®
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Divide and Conquer: Your Annual Financial Plan Made Easy
Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of year. It could be life-changing.
By Mary Ware, CFP®, CIMA®, CDFA®
