Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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Best States for Trusts: How to Choose a 'Trust-Worthy' OneTo minimize taxes, protect assets and give you and your beneficiaries greater control, eight states stand above the rest when it comes to trust laws.
By Martin Baker, CFP®, CEPA®
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Is There an Ideal Age for Your Children to Inherit?As many people live longer, inheritances have shifted from life-changing events to late-in-life supplements. The timing of an inheritance is crucial.
By Ronald “Skip” Skolnik
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
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Washington Slashes Estate Tax: Why Your Inheritance Still Isn't SafeEstate Taxes State lawmakers are rolling back record-high death taxes, but a new millionaire tax on top earners is waiting in the wings.
By Kate Schubel
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Why Business Owners Need Combined Estate and Succession PlansIntegrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
By Keith Berk
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Will Environmental Hazards Make a Mess of Your Estate Plan?Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.
By Rick Kubler
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Are You Too Busy to Spare Your Heirs Stress and Heartache?The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.
By H. Dennis Beaver, Esq.
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Why High-Net-Worth Families Need a Financial QuarterbackHigh-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
By Peter Newman, CFA
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Death and Taxes: A Famous Quotes Quiz to Take a Break From Tax SeasonQuiz If you're "dead" tired of tax season, we have just the solution.
By Kate Schubel
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