Estate Planning
News, insights and expert analysis on estate planning from the team at Kiplinger.
Latest
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We've Survived Bladder Cancer. Tough Love Isn't What We NeedBladder cancer survivors and a therapist share the realities of living with a stoma and how relatives can support loved ones as they rebuild their identity.
By H. Dennis Beaver, Esq.
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7 Things You Should Never Leave to Your Kids or GrandkidsLeaving 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.
By David Rodeck
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What Is a 'Good' Inheritance? 6 High-Value Assets to Keep an Eye OnYour heirs will thank you for leaving any of these six assets as an inheritance.
By David Rodeck
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The 5 Trusts You Need to UnderstandYou can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
By Donna LeValley
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My Husband Wants Me to Stop Giving Each of Our 'Kids' $1K/monthWe are 68 and retired with $6.8 million. I just want to help our adult kids pay for daycare and camp for our grandchildren. Should I stop?
By Maurie Backman
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Protection vs Performance: How Is Your Financial Success Being Measured?Returns still matter, but lasting performance is increasingly defined by how well a plan protects against volatility while preserving flexibility and your legacy.
By Jared Nepa
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Estate Planning Quiz: Are You Making These 10 Common Errors?Quiz From "tax traps" to "safety deposit box blunders," discover the 10 most common mistakes people make when planning their estate.
By Donna LeValley
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Our Grandchild Wants Help Paying for a $90k-Per-Year College.We're 75 with $3.2 million. Our son is pressuring us to help pay for our granddaughter's college so she can avoid student loans. What should we do?
By Maurie Backman
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A 'Trust Reveal' Isn't the Way to Transfer Wealth — This IsWealth transfer isn't about dramatically revealing the size of an inheritance. It's about communicating your story and preparing heirs to uphold shared values.
By Jessica Andrews
